Charles Schwab Corporation shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $897k | 12k | 78.28 |
| 2024-12-31 | $832k | 11k | 74.01 |
| 2024-09-30 | $720k | 11k | 64.81 |
| 2024-06-30 | $877k | 12k | 73.69 |
| 2024-03-31 | $887k | 12k | 72.34 |
| 2023-09-30 | $516k | 9.4k | 54.90 |
| 2023-06-30 | $438k | 7.7k | 56.68 |
| 2023-03-31 | $377k | 7.2k | 52.38 |
| 2022-12-31 | $554k | 6.7k | 83.25 |
| 2022-09-30 | $530k | 7.4k | 71.92 |
| 2022-06-30 | $364k | 5.8k | 63.21 |
| 2022-03-31 | $524k | 6.2k | 84.31 |
| 2021-12-31 | $490k | 5.8k | 84.12 |
| 2021-09-30 | $445k | 6.1k | 72.89 |
| 2021-06-30 | $347k | 4.8k | 72.91 |
| 2021-03-31 | $300k | 4.6k | 65.09 |
| 2020-12-31 | $273k | 5.1k | 53.08 |