Charles Schwab Corporation shares owned by Navellier & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Navellier & Associates
from 13F filings
Historical chart of Navellier & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Navellier & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 95.47 |
| 2025-06-30 | $703k | 7.7k | 91.24 |
| 2025-03-31 | $642k | 7.7k | 83.37 |
| 2024-12-31 | $818k | 11k | 74.01 |
| 2024-09-30 | $525k | 8.1k | 64.81 |
| 2024-06-30 | $837k | 11k | 73.69 |
| 2024-03-31 | $836k | 12k | 72.34 |
| 1999-06-30 | $1.2M | 11k | 108.99 |