Charles Schwab Corporation shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 25k | 95.47 |
| 2025-06-30 | $2.3M | 25k | 91.24 |
| 2025-03-31 | $2.0M | 25k | 78.28 |
| 2024-12-31 | $1.9M | 25k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $29k | 392 | 73.69 |
| 2024-03-31 | $29k | 399 | 72.34 |
| 2023-12-31 | $29k | 422 | 68.80 |
| 2023-09-30 | $29k | 529 | 54.90 |
| 2023-06-30 | $32k | 568 | 56.68 |
| 2023-03-31 | $56k | 1.1k | 52.38 |
| 2022-12-31 | $36k | 428 | 83.26 |
| 2022-09-30 | $32k | 441 | 72.56 |
| 2022-06-30 | $31k | 492 | 63.01 |
| 2022-03-31 | $34k | 399 | 85.21 |
| 2021-12-31 | $22k | 264 | 83.33 |
| 2021-09-30 | $8.0k | 116 | 68.97 |
| 2021-06-30 | $7.0k | 90 | 77.78 |
| 2021-03-31 | $6.0k | 90 | 66.67 |
| 2020-12-31 | $5.0k | 90 | 55.56 |
| 2018-03-31 | $3.0k | 65 | 46.15 |
| 2017-12-31 | $3.0k | 65 | 46.15 |
| 2015-06-30 | $3.0k | 85 | 35.29 |
| 2015-03-31 | $3.0k | 106 | 28.30 |
| 2014-12-31 | $18k | 606 | 29.70 |
| 2014-09-30 | $18k | 606 | 29.70 |
| 2014-06-30 | $17k | 623 | 27.29 |