Charles Schwab Corporation shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 500 | 95.47 |
| 2025-06-30 | $46k | 500 | 91.24 |
| 2025-03-31 | $39k | 500 | 78.28 |
| 2024-12-31 | $37k | 500 | 74.01 |
| 2024-09-30 | $32k | 500 | 64.81 |
| 2024-03-31 | $72k | 1.0k | 72.34 |
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