Charles Schwab Corporation shares owned by MONECO Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 3.3k | 95.47 |
| 2025-06-30 | $295k | 3.2k | 91.24 |
| 2025-03-31 | $266k | 3.4k | 78.28 |
| 2024-12-31 | $250k | 3.4k | 74.01 |
| 2024-09-30 | $201k | 3.1k | 64.81 |
| 2024-06-30 | $255k | 3.5k | 73.69 |
| 2024-03-31 | $233k | 3.2k | 72.34 |
| 2023-12-31 | $228k | 3.3k | 68.80 |
| 2022-12-31 | $220k | 2.6k | 83.26 |
| 2022-03-31 | $222k | 2.6k | 84.38 |
| 2021-12-31 | $232k | 2.6k | 88.72 |