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Charles Schwab Corporation shares owned by Neville Rodie & Shaw

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Neville Rodie & Shaw from 13F filings

Historical chart of Neville Rodie & Shaw investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Neville Rodie & Shaw consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Neville Rodie & Shaw

Quarter filed Position value Share count Share price at filing
2025-09-30 $695k 7.3k 95.47
2025-06-30 $643k 7.1k 91.21
2025-03-31 $552k 7.1k 78.30
2024-12-31 $400k 5.4k 74.07
2024-09-30 $353k 5.5k 64.77