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Charles Schwab Corporation shares owned by Nabity-Jensen Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nabity-Jensen Investment Management from 13F filings

Historical chart of Nabity-Jensen Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Nabity-Jensen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Nabity-Jensen Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 95.47
2025-06-30 $1.0M 11k 91.24
2025-03-31 $864k 11k 78.28
2024-12-31 $815k 11k 74.01
2024-09-30 $720k 11k 64.81
2024-06-30 $818k 11k 73.69
2024-03-31 $831k 12k 72.34
2023-12-31 $790k 12k 68.80