Charles Schwab Corporation shares owned by Perryman Financial Advisory Inc /ad
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Perryman Financial Advisory Inc /ad
from 13F filings
Historical chart of Perryman Financial Advisory Inc /ad investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Perryman Financial Advisory Inc /ad consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Perryman Financial Advisory Inc /ad
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.6M | 17k | 93.98 |
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