Charles Schwab Corporation shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $723k | 7.6k | 95.47 |
| 2025-06-30 | $692k | 7.6k | 91.24 |
| 2025-03-31 | $609k | 7.8k | 78.28 |
| 2022-12-31 | $206k | 2.5k | 83.26 |
| 2019-03-31 | $109k | 2.6k | 42.71 |
| 2018-09-30 | $186k | 3.8k | 49.23 |
| 2018-06-30 | $139k | 2.7k | 50.93 |
| 2018-03-31 | $143k | 2.7k | 52.40 |
| 2017-12-31 | $142k | 2.8k | 51.54 |