Charles Schwab Corporation shares owned by Private Client Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Client Services
from 13F filings
Historical chart of Private Client Services investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Private Client Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Private Client Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 3.5k | 95.48 |
| 2025-06-30 | $322k | 3.5k | 91.23 |
| 2025-03-31 | $282k | 3.6k | 78.28 |
| 2024-12-31 | $266k | 3.6k | 74.01 |
| 2024-09-30 | $233k | 3.6k | 64.81 |
| 2024-06-30 | $265k | 3.6k | 73.70 |
| 2024-03-31 | $284k | 3.9k | 72.34 |
| 2023-12-31 | $281k | 4.1k | 68.81 |