Charles Schwab Corporation shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Raffa Wealth Management 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 Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $35k | 383 | 92.27 |
| 2026-03-31 | $33k | 348 | 93.98 |
| 2025-12-31 | $34k | 341 | 99.91 |
| 2025-09-30 | $30k | 313 | 95.47 |
| 2025-06-30 | $26k | 281 | 91.24 |
| 2025-03-31 | $26k | 337 | 78.28 |
| 2024-12-31 | $25k | 337 | 74.01 |
| 2024-09-30 | $19k | 290 | 64.81 |
| 2024-06-30 | $234k | 3.2k | 73.69 |
| 2024-03-31 | $230k | 3.2k | 72.34 |
| 2023-12-31 | $22k | 321 | 68.80 |
| 2023-09-30 | $18k | 321 | 54.90 |
| 2023-06-30 | $18k | 321 | 56.68 |
| 2023-03-31 | $17k | 321 | 52.38 |
| 2022-12-31 | $24k | 284 | 83.26 |
| 2022-09-30 | $19k | 267 | 71.87 |
| 2022-06-30 | $17k | 267 | 63.18 |
| 2022-03-31 | $23k | 267 | 84.31 |
| 2021-12-31 | $23k | 267 | 84.10 |
| 2021-09-30 | $19k | 267 | 72.84 |
| 2021-06-30 | $16k | 225 | 72.81 |
| 2021-03-31 | $15k | 225 | 65.18 |
| 2020-12-31 | $11k | 198 | 53.04 |
| 2020-09-30 | $5.8k | 160 | 36.23 |
| 2020-06-30 | $4.8k | 143 | 33.74 |
| 2020-03-31 | $4.6k | 138 | 33.62 |
| 2019-12-31 | $17k | 347 | 47.56 |
| 2019-09-30 | $15k | 347 | 41.83 |
| 2019-03-31 | $4.1k | 97 | 42.76 |
| 2018-12-31 | $4.0k | 97 | 41.53 |
| 2018-09-30 | $4.8k | 97 | 49.15 |
| 2018-06-30 | $5.0k | 97 | 51.10 |
| 2018-03-31 | $5.1k | 97 | 52.22 |
| 2016-12-31 | $1.0k | 26 | 39.46 |
| 2016-09-30 | $820 | 26 | 31.58 |
| 2016-06-30 | $658 | 26 | 25.31 |
| 2016-03-31 | $729 | 26 | 28.04 |
| 2015-12-31 | $856 | 26 | 32.92 |
| 2015-09-30 | $742 | 26 | 28.58 |