Charles Schwab Corporation shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 52k | 95.47 |
| 2025-06-30 | $4.5M | 49k | 91.24 |
| 2024-12-31 | $255k | 3.4k | 74.00 |
| 2024-06-30 | $311k | 4.2k | 73.69 |
| 2024-03-31 | $2.0M | 24k | 83.25 |
| 2023-09-30 | $207k | 3.8k | 54.83 |
| 2022-12-31 | $2.0M | 24k | 83.25 |
| 2022-09-30 | $217k | 3.0k | 71.76 |
| 2022-03-31 | $3.1M | 37k | 84.31 |