Charles Schwab Corporation shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 3.7k | 95.46 |
| 2025-06-30 | $336k | 3.7k | 91.23 |
| 2025-03-31 | $289k | 3.7k | 78.27 |
| 2024-12-31 | $273k | 3.7k | 74.00 |
| 2024-09-30 | $239k | 3.7k | 64.80 |
| 2024-06-30 | $272k | 3.7k | 73.68 |
| 2024-03-31 | $267k | 3.7k | 72.33 |
| 2023-12-31 | $255k | 3.7k | 68.79 |
| 2023-09-30 | $203k | 3.7k | 54.90 |
| 2023-06-30 | $210k | 3.7k | 56.68 |
| 2022-12-31 | $304k | 3.6k | 83.27 |
| 2022-09-30 | $262k | 3.6k | 71.98 |
| 2022-06-30 | $254k | 3.6k | 69.95 |
More positions owned by Quantum Financial Advisors
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