Charles Schwab Corporation shares owned by Intrepid Financial Planning Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Intrepid Financial Planning Group
from 13F filings
Historical chart of Intrepid Financial Planning Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Intrepid Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 5.8k | 95.47 |
| 2025-06-30 | $575k | 6.3k | 91.24 |
| 2025-03-31 | $493k | 6.3k | 78.28 |
| 2024-12-31 | $486k | 6.6k | 74.01 |
| 2024-09-30 | $426k | 6.6k | 64.81 |
| 2024-06-30 | $263k | 3.6k | 73.69 |
| 2024-03-31 | $258k | 3.6k | 72.34 |
| 2023-09-30 | $206k | 3.8k | 54.90 |
More positions owned by Intrepid Financial Planning Group
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