Charles Schwab Corporation shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $252k | 2.5k | 99.91 |
| 2025-09-30 | $241k | 2.5k | 95.47 |
| 2025-06-30 | $231k | 2.5k | 91.24 |
| 2022-12-31 | $207k | 2.5k | 83.26 |
| 2022-03-31 | $209k | 2.5k | 84.24 |
| 2021-12-31 | $209k | 2.5k | 84.24 |
| 2019-09-30 | $115k | 2.8k | 41.83 |
More positions owned by Garrett Wealth Advisory Group
View all positions for Garrett Wealth Advisory Group