Charles Schwab Corporation shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 95.58 |
| 2025-06-30 | $1.1M | 12k | 96.25 |
| 2025-03-31 | $842k | 11k | 74.95 |
| 2024-12-31 | $904k | 11k | 80.44 |
| 2024-09-30 | $881k | 12k | 71.96 |
| 2024-06-30 | $805k | 12k | 64.75 |
| 2024-03-31 | $898k | 12k | 74.26 |
| 2023-09-30 | $411k | 8.0k | 51.33 |
| 2023-06-30 | $479k | 8.0k | 59.93 |
| 2023-03-31 | $206k | 4.0k | 51.49 |
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