Charles Schwab Corporation shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 5.4k | 95.47 |
| 2025-06-30 | $519k | 5.7k | 91.24 |
| 2025-03-31 | $491k | 6.3k | 78.28 |
| 2024-12-31 | $493k | 6.7k | 74.01 |
| 2024-09-30 | $481k | 7.4k | 64.81 |
| 2024-06-30 | $501k | 6.8k | 73.70 |
| 2024-03-31 | $441k | 6.1k | 72.34 |
| 2023-12-31 | $411k | 6.0k | 68.80 |
| 2023-09-30 | $313k | 5.7k | 54.90 |
| 2023-06-30 | $233k | 4.1k | 56.68 |