Charles Schwab Corporation shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 4.5k | 95.47 |
| 2025-06-30 | $395k | 4.3k | 91.24 |
| 2025-03-31 | $272k | 3.5k | 78.28 |
| 2024-12-31 | $239k | 3.2k | 74.01 |
| 2024-09-30 | $215k | 3.3k | 64.81 |
| 2024-06-30 | $250k | 3.4k | 73.69 |