Charles Schwab Corporation shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $110k | 1.2k | 92.29 |
| 2026-03-31 | $97k | 1.0k | 94.04 |
| 2025-12-31 | $106k | 1.1k | 99.97 |
| 2025-09-30 | $101k | 1.1k | 95.54 |
| 2025-06-30 | $63k | 686 | 91.29 |
| 2025-03-31 | $113k | 1.4k | 78.32 |
| 2024-12-31 | $107k | 1.4k | 74.05 |
| 2024-09-30 | $90k | 1.4k | 64.82 |
More positions owned by Pension & Wealth Management Advisors
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