Charles Schwab Corporation shares owned by Herold Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $893k | 9.4k | 95.47 |
| 2025-06-30 | $726k | 8.0k | 91.24 |
| 2025-03-31 | $833k | 11k | 78.28 |
| 2024-12-31 | $932k | 13k | 74.01 |
| 2024-09-30 | $808k | 13k | 64.81 |
| 2024-06-30 | $1.2M | 17k | 73.69 |
| 2024-03-31 | $1.1M | 16k | 72.34 |