Charles Schwab Corporation shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $395k | 3.9k | 100.17 |
| 2025-09-30 | $407k | 4.3k | 95.47 |
| 2025-06-30 | $423k | 4.6k | 91.24 |
| 2025-03-31 | $342k | 4.4k | 78.28 |