Charles Schwab Corporation shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $839k | 8.8k | 95.45 |
| 2025-06-30 | $705k | 7.7k | 91.22 |
| 2025-03-31 | $351k | 4.5k | 78.26 |
| 2024-12-31 | $322k | 4.4k | 73.99 |
| 2024-09-30 | $278k | 4.3k | 64.80 |
| 2024-06-30 | $288k | 3.9k | 73.67 |
| 2022-12-31 | $277k | 3.3k | 83.26 |
| 2022-09-30 | $217k | 3.0k | 72.16 |
| 2022-03-31 | $240k | 2.9k | 84.15 |
| 2021-12-31 | $234k | 2.8k | 83.93 |