Charles Schwab Corporation shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 8.6k | 95.47 |
| 2025-06-30 | $788k | 8.6k | 91.24 |
| 2025-03-31 | $594k | 7.6k | 78.28 |
| 2024-12-31 | $557k | 7.5k | 74.01 |
| 2024-09-30 | $479k | 7.4k | 64.81 |
| 2024-06-30 | $336k | 4.6k | 73.68 |
| 2024-03-31 | $348k | 4.8k | 72.34 |
| 2023-12-31 | $331k | 4.8k | 68.80 |
| 2023-09-30 | $264k | 4.8k | 54.89 |
| 2023-06-30 | $270k | 4.8k | 56.67 |
| 2023-03-31 | $255k | 4.9k | 52.38 |
| 2022-12-31 | $399k | 4.8k | 83.25 |
| 2022-09-30 | $302k | 4.2k | 71.77 |
| 2022-06-30 | $266k | 4.2k | 63.21 |