Charles Schwab Corporation shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $210k | 2.2k | 95.44 |
| 2025-12-31 | $223k | 2.2k | 101.17 |
| 2025-09-30 | $212k | 2.2k | 96.39 |
| 2025-06-30 | $203k | 2.2k | 91.78 |
| 2025-03-31 | $169k | 2.2k | 77.67 |
| 2024-12-31 | $93k | 1.3k | 74.01 |