Charles Schwab Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 38k | 99.91 |
| 2024-12-31 | $97k | 1.3k | 74.03 |
| 2024-09-30 | $85k | 1.3k | 64.80 |
| 2024-06-30 | $118k | 1.6k | 73.68 |
| 2024-03-31 | $6.5k | 246 | 26.26 |
| 2023-12-31 | $141k | 2.0k | 68.81 |
| 2023-09-30 | $32k | 584 | 54.91 |
| 2023-06-30 | $57k | 1.0k | 56.68 |
| 2023-03-31 | $78k | 1.5k | 52.36 |
| 2022-12-31 | $111k | 1.3k | 83.26 |
| 2021-09-30 | $7.5k | 103 | 72.84 |
| 2021-06-30 | $7.5k | 103 | 72.81 |
| 2021-03-31 | $181k | 2.8k | 65.18 |
| 2020-12-31 | $148k | 2.8k | 53.18 |
| 2020-09-30 | $3.7k | 103 | 36.23 |
| 2019-03-31 | $7.4k | 173 | 42.76 |
| 2018-12-31 | $7.0k | 173 | 40.46 |
| 2018-09-30 | $8.0k | 173 | 46.24 |