Charles Schwab Corporation shares owned by Naviter Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $669k | 7.0k | 95.47 |
| 2025-06-30 | $634k | 6.9k | 91.24 |
| 2025-03-31 | $548k | 7.0k | 77.81 |
| 2024-12-31 | $514k | 6.9k | 74.01 |