Charles Schwab Corporation shares owned by J.Safra Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by J.Safra Asset Management
from 13F filings
Historical chart of J.Safra Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by J.Safra Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78k | 815 | 95.47 |
| 2025-06-30 | $66k | 722 | 91.24 |
| 2025-03-31 | $19k | 239 | 78.28 |
| 2024-12-31 | $37k | 502 | 73.93 |
| 2024-09-30 | $32k | 502 | 64.42 |
| 2024-06-30 | $37k | 502 | 73.69 |
| 2024-03-31 | $139k | 1.9k | 72.34 |
| 2023-12-31 | $136k | 2.0k | 68.80 |
| 2023-09-30 | $101k | 1.8k | 54.90 |
| 2023-06-30 | $127k | 2.2k | 56.68 |
| 2023-03-31 | $117k | 2.2k | 52.38 |
| 2022-03-31 | $0 | 37 | 0.00 |
| 2016-09-30 | $21k | 662 | 31.72 |
| 2016-06-30 | $17k | 662 | 25.68 |