Charles Schwab Corporation shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.3k | 95.47 |
| 2025-06-30 | $337k | 3.7k | 91.24 |
| 2025-03-31 | $256k | 3.3k | 78.28 |
| 2024-12-31 | $226k | 3.1k | 74.01 |
| 2024-09-30 | $210k | 3.2k | 64.81 |
| 2024-06-30 | $237k | 3.2k | 73.69 |
| 2024-03-31 | $240k | 3.3k | 72.34 |
More positions owned by Perennial Investment Advisors
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