Charles Schwab Corporation shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.3k | 95.46 |
| 2025-06-30 | $316k | 3.5k | 91.25 |
| 2025-03-31 | $272k | 3.5k | 78.28 |
| 2024-12-31 | $256k | 3.5k | 74.01 |
| 2024-09-30 | $228k | 3.5k | 64.81 |
| 2024-06-30 | $254k | 3.4k | 73.70 |
| 2024-03-31 | $248k | 3.4k | 72.35 |
| 2023-12-31 | $236k | 3.4k | 68.79 |
| 2023-09-30 | $242k | 4.4k | 54.91 |