Charles Schwab Corporation shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $953k | 10k | 95.47 |
| 2025-06-30 | $888k | 9.7k | 91.24 |
| 2025-03-31 | $726k | 9.3k | 78.28 |
| 2024-12-31 | $406k | 5.5k | 74.01 |
| 2024-09-30 | $355k | 5.5k | 64.81 |
| 2024-06-30 | $358k | 4.9k | 73.69 |
| 2024-03-31 | $353k | 4.9k | 72.33 |
| 2023-12-31 | $448k | 6.5k | 68.80 |
| 2022-12-31 | $225k | 2.7k | 83.27 |