Charles Schwab Corporation shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $26k | 280 | 93.98 |
| 2025-12-31 | $28k | 280 | 99.91 |
| 2025-06-30 | $3.9k | 43 | 91.23 |
| 2025-03-31 | $11k | 136 | 78.28 |
| 2024-12-31 | $9.6k | 130 | 74.01 |
| 2023-06-30 | $2.6k | 51 | 51.57 |
| 2023-03-31 | $2.7k | 51 | 52.37 |
| 2022-12-31 | $5.2k | 62 | 83.26 |
| 2022-09-30 | $4.0k | 62 | 64.52 |
| 2022-06-30 | $270k | 4.3k | 63.40 |
| 2022-03-31 | $356k | 4.2k | 84.40 |
| 2021-06-30 | $280k | 3.8k | 72.92 |
| 2021-03-31 | $233k | 3.6k | 65.30 |