Charles Schwab Corporation shares owned by HFR Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HFR Wealth Management
from 13F filings
Historical chart of HFR Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by HFR Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by HFR Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 175k | 95.47 |
| 2025-06-30 | $16M | 175k | 91.24 |
| 2025-03-31 | $14M | 174k | 78.28 |
| 2024-12-31 | $13M | 175k | 74.01 |
| 2024-09-30 | $12M | 177k | 64.81 |
| 2024-03-31 | $13M | 174k | 72.34 |
| 2023-09-30 | $9.5M | 173k | 54.90 |
| 2023-06-30 | $10M | 178k | 56.68 |
| 2023-03-31 | $9.3M | 178k | 52.38 |
| 2022-12-31 | $12M | 143k | 83.26 |
| 2022-09-30 | $10M | 145k | 71.87 |
| 2022-06-30 | $9.3M | 147k | 63.18 |
| 2022-03-31 | $10M | 120k | 84.31 |
| 2021-12-31 | $13M | 151k | 84.10 |
| 2021-09-30 | $11M | 147k | 72.84 |
| 2021-06-30 | $11M | 147k | 72.81 |