Charles Schwab Corporation shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43k | 447 | 95.37 |
| 2025-06-30 | $47k | 511 | 91.19 |
| 2025-03-31 | $176k | 2.3k | 78.27 |
| 2024-12-31 | $38k | 509 | 74.01 |
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