Charles Schwab Corporation shares owned by Insigneo Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Insigneo Advisory Services
from 13F filings
Historical chart of Insigneo Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Insigneo Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.4M | 15k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $724k | 9.8k | 74.01 |
| 2024-09-30 | $693k | 11k | 64.81 |
| 2024-06-30 | $663k | 11k | 62.29 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.3M | 20k | 68.80 |
| 2023-09-30 | $790k | 14k | 54.90 |
| 2023-06-30 | $860k | 15k | 56.68 |
| 2023-03-31 | $596k | 11k | 52.42 |
| 2022-12-31 | $315k | 3.8k | 83.36 |
More positions owned by Insigneo Advisory Services
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