Charles Schwab Corporation shares owned by Klein Pavlis & Peasley Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Klein Pavlis & Peasley Financial
from 13F filings
Historical chart of Klein Pavlis & Peasley Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Klein Pavlis & Peasley Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 51k | 95.47 |
| 2025-06-30 | $4.5M | 49k | 91.24 |
| 2025-03-31 | $4.6M | 59k | 77.67 |
| 2024-12-31 | $4.4M | 59k | 74.01 |
| 2024-09-30 | $3.7M | 57k | 64.81 |
| 2024-06-30 | $3.3M | 44k | 73.69 |
| 2024-03-31 | $3.0M | 41k | 72.34 |
| 2023-12-31 | $2.1M | 31k | 68.80 |
More positions owned by Klein Pavlis & Peasley Financial
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