Charles Schwab Corporation shares owned by HB Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 56k | 95.47 |
| 2025-06-30 | $3.9M | 43k | 91.24 |
| 2025-03-31 | $4.1M | 53k | 78.28 |
| 2024-12-31 | $3.4M | 46k | 74.01 |
| 2024-09-30 | $3.1M | 47k | 64.81 |
| 2024-06-30 | $2.4M | 33k | 73.69 |
| 2024-03-31 | $1.9M | 26k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.80 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2023-03-31 | $804k | 15k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $596k | 8.3k | 71.83 |
| 2022-06-30 | $421k | 6.7k | 63.14 |
| 2022-03-31 | $496k | 5.9k | 84.30 |
| 2021-12-31 | $295k | 3.5k | 84.05 |
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