Charles Schwab Corporation shares owned by Olistico Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Olistico Wealth
from 13F filings
Historical chart of Olistico Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Olistico Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 2.6k | 95.48 |
| 2025-06-30 | $237k | 2.6k | 91.25 |
| 2025-03-31 | $421k | 5.4k | 78.28 |
| 2024-12-31 | $398k | 5.4k | 74.01 |
| 2024-09-30 | $349k | 5.4k | 64.82 |
| 2024-06-30 | $553k | 7.5k | 73.69 |
| 2024-03-31 | $304k | 4.2k | 72.34 |