Charles Schwab Corporation shares owned by Nova R Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nova R Wealth
from 13F filings
Historical chart of Nova R Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Nova R Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 4.0k | 95.47 |
| 2025-06-30 | $359k | 3.9k | 91.24 |
| 2025-03-31 | $308k | 3.9k | 78.28 |
| 2024-12-31 | $291k | 3.9k | 74.01 |
| 2024-09-30 | $255k | 3.9k | 64.81 |
| 2024-06-30 | $361k | 4.9k | 73.69 |
| 2024-03-31 | $347k | 4.8k | 72.34 |
| 2023-03-31 | $268k | 5.1k | 52.38 |
| 2022-12-31 | $421k | 5.1k | 83.26 |
| 2022-09-30 | $364k | 5.1k | 71.94 |
| 2022-06-30 | $320k | 5.1k | 63.24 |
| 2022-03-31 | $415k | 4.9k | 84.28 |
| 2021-12-31 | $411k | 4.9k | 84.05 |