Charles Schwab Corporation shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $214k | 2.1k | 99.93 |
| 2025-09-30 | $205k | 2.1k | 95.47 |
| 2024-06-30 | $110k | 69k | 1.58 |
| 2021-09-30 | $45k | 618 | 72.82 |
| 2021-06-30 | $616k | 45k | 13.72 |
| 2021-03-31 | $41k | 768 | 53.39 |
| 2020-12-31 | $41k | 768 | 53.39 |
| 2020-09-30 | $20k | 558 | 35.84 |
| 2020-06-30 | $19k | 556 | 34.17 |
| 2020-03-31 | $31k | 935 | 33.16 |
| 2019-12-31 | $53k | 1.1k | 47.24 |
| 2019-09-30 | $46k | 1.1k | 41.86 |
| 2019-06-30 | $271k | 6.8k | 40.15 |
| 2019-03-31 | $40k | 941 | 42.51 |
| 2018-12-31 | $49k | 1.2k | 40.87 |