Charles Schwab Corporation shares owned by Hrt Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 112k | 95.46 |
| 2025-06-30 | $16M | 171k | 91.24 |
| 2024-12-31 | $17M | 224k | 74.01 |
| 2024-09-30 | $9.2M | 143k | 64.80 |
| 2024-06-30 | $21M | 280k | 73.69 |
| 2024-03-31 | $3.7M | 52k | 72.33 |
| 2023-12-31 | $10M | 147k | 68.79 |
| 2023-06-30 | $8.9M | 158k | 56.68 |
| 2023-03-31 | $2.4M | 47k | 52.38 |
| 2022-06-30 | $288k | 4.6k | 63.07 |
| 2022-03-31 | $5.5M | 65k | 84.30 |
| 2021-09-30 | $353k | 4.9k | 72.75 |
| 2021-03-31 | $7.3M | 112k | 65.17 |
| 2020-06-30 | $2.6M | 76k | 33.73 |
| 2019-06-30 | $502k | 13k | 40.15 |