Charles Schwab Corporation shares owned by Journey Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Journey Advisory Group
from 13F filings
Historical chart of Journey Advisory Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Journey Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 5.8k | 95.47 |
| 2025-06-30 | $520k | 5.7k | 91.24 |
| 2025-03-31 | $446k | 5.7k | 78.28 |
| 2024-12-31 | $453k | 6.1k | 73.69 |
| 2024-09-30 | $453k | 6.1k | 73.69 |
| 2024-06-30 | $453k | 6.1k | 73.69 |
| 2024-03-31 | $473k | 6.5k | 72.34 |
| 2023-12-31 | $386k | 5.6k | 68.80 |
| 2023-09-30 | $308k | 5.6k | 54.90 |
| 2023-06-30 | $318k | 5.6k | 56.68 |
| 2023-03-31 | $294k | 5.6k | 52.38 |
| 2022-12-31 | $431k | 5.2k | 83.26 |
| 2022-09-30 | $242k | 3.4k | 71.73 |