Charles Schwab Corporation shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 8.8k | 95.47 |
| 2025-06-30 | $740k | 8.1k | 91.24 |
| 2025-03-31 | $635k | 8.1k | 78.28 |
| 2024-12-31 | $656k | 8.9k | 74.01 |
| 2024-09-30 | $575k | 8.9k | 64.81 |
| 2024-06-30 | $646k | 8.8k | 73.69 |
| 2024-03-31 | $634k | 8.8k | 72.34 |
| 2023-12-31 | $603k | 8.8k | 68.80 |
| 2023-09-30 | $486k | 8.9k | 54.90 |
| 2023-06-30 | $502k | 8.9k | 56.68 |
| 2020-06-30 | $44k | 1.3k | 33.23 |
| 2019-12-31 | $176k | 3.7k | 47.45 |