Charles Schwab Corporation shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 1.8k | 188.20 |
| 2025-06-30 | $303k | 3.3k | 91.24 |
| 2025-03-31 | $286k | 3.7k | 78.29 |
| 2024-12-31 | $281k | 3.8k | 74.01 |
| 2024-09-30 | $244k | 3.8k | 64.80 |
| 2023-12-31 | $477k | 6.9k | 69.28 |
| 2023-09-30 | $265k | 4.9k | 54.58 |
| 2023-06-30 | $252k | 4.4k | 57.14 |