Charles Schwab Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 7.4k | 95.47 |
| 2025-06-30 | $677k | 7.4k | 91.24 |
| 2025-03-31 | $580k | 7.4k | 78.28 |
| 2024-12-31 | $505k | 6.8k | 74.01 |
| 2024-09-30 | $442k | 6.8k | 64.81 |
| 2024-06-30 | $499k | 6.8k | 73.20 |
More positions owned by Heritage Wealth Management
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