Charles Schwab Corporation shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $693k | 7.5k | 92.26 |
| 2025-09-30 | $241k | 2.5k | 95.47 |
| 2023-12-31 | $3.8k | 56 | 68.30 |
| 2023-09-30 | $4.0k | 73 | 55.19 |
| 2023-06-30 | $3.0k | 53 | 56.91 |
| 2023-03-31 | $889 | 17 | 52.35 |
| 2021-12-31 | $160k | 1.9k | 84.21 |
| 2021-09-30 | $138k | 1.9k | 72.63 |
| 2017-09-30 | $0 | 3 | 0.00 |
| 2017-06-30 | $0 | 1 | 0.00 |
| 2017-03-31 | $0 | 1 | 0.00 |
| 2016-12-31 | $0 | 1 | 0.00 |
| 2016-09-30 | $0 | 1 | 0.00 |
| 2016-06-30 | $0 | 1 | 0.00 |
| 2016-03-31 | $0 | 1 | 0.00 |
| 2015-12-31 | $0 | 1 | 0.00 |
| 2015-09-30 | $0 | 1 | 0.00 |
| 2015-06-30 | $0 | 1 | 0.00 |
| 2015-03-31 | $0 | 1 | 0.00 |
| 2014-12-31 | $0 | 1 | 0.00 |
| 2014-09-30 | $0 | 1 | 0.00 |
| 2014-06-30 | $0 | 1 | 0.00 |
| 2014-03-31 | $0 | 1 | 0.00 |
| 2013-12-31 | $0 | 1 | 0.00 |
| 2013-09-30 | $0 | 1 | 0.00 |