Charles Schwab Corporation shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 95.47 |
| 2025-06-30 | $1.0M | 11k | 91.24 |
| 2025-03-31 | $883k | 11k | 78.28 |
| 2024-12-31 | $835k | 11k | 74.01 |
| 2024-09-30 | $743k | 12k | 64.81 |
| 2024-06-30 | $638k | 8.7k | 73.69 |
| 2024-03-31 | $618k | 8.5k | 72.34 |
| 2023-12-31 | $489k | 7.1k | 68.80 |
| 2023-09-30 | $305k | 5.5k | 54.90 |
| 2023-06-30 | $329k | 5.8k | 56.68 |
| 2023-03-31 | $236k | 4.5k | 52.38 |
| 2022-12-31 | $357k | 4.3k | 83.25 |
| 2022-09-30 | $311k | 4.3k | 71.82 |
| 2022-06-30 | $275k | 4.4k | 63.07 |
| 2022-03-31 | $356k | 4.2k | 84.40 |
| 2021-12-31 | $350k | 4.2k | 84.15 |
| 2021-09-30 | $294k | 4.0k | 72.92 |
| 2021-06-30 | $294k | 4.0k | 72.92 |
| 2021-03-31 | $267k | 4.1k | 65.17 |
| 2020-12-31 | $219k | 4.1k | 53.07 |
| 2017-12-31 | $220k | 4.3k | 51.37 |
| 2017-06-30 | $222k | 5.2k | 42.68 |
More positions owned by Institute For Wealth Management
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