Charles Schwab Corporation shares owned by Founders Financial Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Founders Financial Securities
from 13F filings
Historical chart of Founders Financial Securities investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Founders Financial Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 8.2k | 95.47 |
| 2025-06-30 | $782k | 8.6k | 91.24 |
| 2025-03-31 | $690k | 8.6k | 80.18 |
| 2024-12-31 | $627k | 8.5k | 74.01 |
| 2024-09-30 | $548k | 8.4k | 64.81 |
| 2024-06-30 | $603k | 8.2k | 73.69 |
| 2024-03-31 | $739k | 10k | 72.34 |
| 2023-12-31 | $701k | 10k | 68.80 |
| 2023-09-30 | $559k | 10k | 54.90 |
| 2023-06-30 | $684k | 12k | 56.68 |
| 2023-03-31 | $888k | 17k | 52.38 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $1.1M | 15k | 71.89 |
| 2022-06-30 | $959k | 15k | 63.18 |
| 2022-03-31 | $1.3M | 15k | 84.32 |
| 2021-12-31 | $1.3M | 15k | 84.11 |
| 2021-09-30 | $1.1M | 15k | 72.82 |
| 2021-06-30 | $1.1M | 15k | 72.79 |
| 2021-03-31 | $259k | 4.0k | 65.22 |
| 2020-12-31 | $210k | 4.0k | 53.03 |
More positions owned by Founders Financial Securities
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