Charles Schwab Corporation shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 143 | 95.63 |
| 2025-06-30 | $13k | 143 | 91.13 |
| 2025-03-31 | $11k | 142 | 78.50 |
| 2024-12-31 | $11k | 142 | 73.96 |
| 2024-09-30 | $9.2k | 141 | 65.03 |
| 2024-06-30 | $10k | 141 | 73.65 |
| 2024-03-31 | $10k | 140 | 72.59 |
| 2023-12-31 | $9.6k | 140 | 68.76 |
| 2023-09-30 | $7.6k | 139 | 55.02 |
| 2023-06-30 | $19k | 339 | 56.63 |
| 2023-03-31 | $16k | 295 | 52.39 |
| 2022-12-31 | $11k | 138 | 76.80 |
More positions owned by New England Capital Financial Advisors
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