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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Perryman Financial Advisory Inc /ad consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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