Charles Schwab Corporation shares owned by Frank, Rimerman Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Frank, Rimerman Advisors
from 13F filings
Historical chart of Frank, Rimerman Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Frank, Rimerman Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $1.8M | 20k | 91.24 |
| 2025-03-31 | $1.3M | 17k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-09-30 | $912k | 14k | 64.81 |
| 2024-06-30 | $1.3M | 18k | 73.69 |
| 2024-03-31 | $127k | 1.8k | 72.34 |