Charles Schwab Corporation shares owned by Prospera Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prospera Financial Services
from 13F filings
Historical chart of Prospera Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Prospera Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 54k | 95.49 |
| 2025-06-30 | $4.8M | 53k | 91.25 |
| 2025-03-31 | $4.2M | 53k | 78.29 |
| 2024-12-31 | $3.8M | 51k | 74.02 |
| 2024-09-30 | $1.4M | 21k | 64.83 |
| 2024-06-30 | $1.1M | 14k | 73.71 |
| 2024-03-31 | $1.1M | 15k | 72.37 |
| 2023-12-31 | $953k | 14k | 68.80 |
| 2023-09-30 | $727k | 13k | 54.93 |
| 2023-06-30 | $798k | 14k | 56.71 |
| 2023-03-31 | $1.1M | 22k | 52.39 |
| 2022-12-31 | $432k | 5.2k | 83.26 |
| 2022-09-30 | $367k | 5.1k | 71.89 |
| 2022-06-30 | $311k | 4.9k | 63.29 |
| 2022-03-31 | $3.1M | 36k | 84.30 |
| 2021-12-31 | $354k | 4.2k | 83.99 |
| 2021-09-30 | $329k | 4.5k | 72.87 |
| 2021-06-30 | $321k | 4.4k | 72.95 |
| 2021-03-31 | $263k | 4.0k | 65.20 |
| 2020-12-31 | $211k | 4.0k | 53.14 |
| 2020-09-30 | $17k | 482 | 35.27 |
More positions owned by Prospera Financial Services
View all positions for Prospera Financial Services