Charles Schwab Corporation shares owned by Integral Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Integral Investment Advisors
from 13F filings
Historical chart of Integral Investment Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Integral Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Integral Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $697k | 7.3k | 95.46 |
| 2025-06-30 | $666k | 7.3k | 91.24 |
| 2025-03-31 | $571k | 7.3k | 78.28 |
| 2024-12-31 | $763k | 10k | 74.01 |
| 2024-09-30 | $715k | 11k | 64.81 |
| 2024-06-30 | $812k | 11k | 73.56 |
| 2024-03-31 | $799k | 11k | 72.38 |
| 2023-12-31 | $298k | 4.3k | 68.80 |
| 2023-09-30 | $241k | 4.4k | 54.90 |
| 2023-06-30 | $245k | 4.3k | 56.68 |
| 2023-03-31 | $211k | 4.0k | 52.38 |
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