Charles Schwab Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $1.8M | 19k | 91.24 |
| 2025-03-31 | $1.4M | 18k | 78.28 |
| 2024-12-31 | $1.5M | 20k | 74.01 |
| 2024-09-30 | $1.1M | 17k | 64.81 |
| 2024-06-30 | $1.3M | 17k | 73.69 |
| 2024-03-31 | $1.2M | 17k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 68.80 |
| 2023-09-30 | $733k | 13k | 54.90 |
| 2023-06-30 | $746k | 13k | 56.68 |
| 2023-03-31 | $732k | 14k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $920k | 13k | 71.90 |
| 2022-06-30 | $811k | 13k | 63.18 |
| 2022-03-31 | $1.1M | 13k | 84.28 |
| 2021-12-31 | $1.1M | 13k | 84.13 |
More positions owned by Forum Financial Management
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