Charles Schwab Corporation shares owned by Modus Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Modus Advisors
from 13F filings
Historical chart of Modus Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Modus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 47k | 95.47 |
| 2025-06-30 | $4.3M | 47k | 91.24 |
| 2025-03-31 | $3.7M | 47k | 78.28 |
| 2024-12-31 | $3.4M | 46k | 74.01 |
| 2024-09-30 | $2.9M | 45k | 64.81 |
| 2024-06-30 | $3.1M | 43k | 73.69 |
| 2024-03-31 | $3.0M | 42k | 72.34 |
| 2023-12-31 | $2.8M | 41k | 68.80 |
| 2023-09-30 | $629k | 12k | 54.90 |
| 2023-06-30 | $524k | 9.2k | 56.68 |
| 2021-06-30 | $3.0k | 47 | 63.83 |
| 2020-06-30 | $2.0k | 47 | 42.55 |