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Charles Schwab Corporation shares owned by Portfolio Design Labs

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Portfolio Design Labs from 13F filings

Historical chart of Portfolio Design Labs investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Portfolio Design Labs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Portfolio Design Labs

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 15k 95.47
2025-03-31 $215k 2.7k 78.28