Charles Schwab Corporation shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 5.8k | 95.47 |
| 2025-06-30 | $531k | 5.8k | 91.24 |
| 2025-03-31 | $455k | 5.8k | 78.28 |
| 2024-12-31 | $449k | 6.1k | 74.01 |
| 2024-09-30 | $377k | 5.8k | 64.81 |
| 2024-06-30 | $429k | 5.8k | 73.69 |
| 2024-03-31 | $421k | 5.8k | 72.34 |
| 2023-12-31 | $405k | 5.9k | 68.80 |
| 2023-09-30 | $429k | 7.8k | 54.90 |
| 2023-06-30 | $443k | 7.8k | 56.68 |
| 2023-03-31 | $410k | 7.8k | 52.38 |
| 2022-12-31 | $656k | 7.9k | 83.31 |
| 2022-09-30 | $599k | 8.3k | 71.92 |
| 2022-06-30 | $526k | 8.3k | 63.15 |
| 2022-03-31 | $743k | 8.8k | 84.31 |
| 2021-12-31 | $741k | 8.8k | 84.08 |