Charles Schwab Corporation shares owned by Journey Retirement Planning & Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Journey Retirement Planning & Investment Management
from 13F filings
Historical chart of Journey Retirement Planning & Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Journey Retirement Planning & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $617k | 6.6k | 93.99 |
| 2025-12-31 | $2.1M | 21k | 99.85 |
More positions owned by Journey Retirement Planning & Investment Management
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