Charles Schwab Corporation shares owned by Miller Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Miller Wealth Advisors
from 13F filings
Historical chart of Miller Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Miller Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10k | 100 | 99.91 |
| 2025-09-30 | $9.5k | 100 | 95.47 |
| 2025-06-30 | $9.1k | 100 | 91.24 |
| 2025-03-31 | $7.8k | 100 | 78.28 |
| 2024-12-31 | $7.4k | 100 | 74.01 |
| 2024-09-30 | $7.2k | 100 | 71.91 |
| 2024-06-30 | $7.4k | 100 | 73.69 |
| 2024-03-31 | $7.2k | 100 | 72.34 |
| 2023-12-31 | $0 | 100 | 0.00 |
| 2023-09-30 | $5.5k | 100 | 54.90 |
| 2023-06-30 | $5.7k | 100 | 56.68 |