Charles Schwab Corporation shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 331 | 95.47 |
| 2025-06-30 | $30k | 331 | 91.24 |
| 2025-03-31 | $26k | 331 | 78.28 |
| 2024-12-31 | $25k | 331 | 74.01 |
| 2024-09-30 | $22k | 331 | 64.81 |
| 2024-03-31 | $24k | 333 | 72.34 |
| 2023-12-31 | $23k | 328 | 68.80 |
More positions owned by Private Wealth Management Group
View all positions for Private Wealth Management Group