Charles Schwab Corporation shares owned by Red Door Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Red Door Wealth Management
from 13F filings
Historical chart of Red Door Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Red Door Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 3.4k | 95.49 |
| 2025-06-30 | $283k | 3.1k | 91.25 |
| 2025-03-31 | $243k | 3.1k | 78.29 |
| 2024-12-31 | $228k | 3.1k | 74.01 |
| 2024-09-30 | $215k | 3.3k | 64.81 |
| 2024-06-30 | $227k | 3.1k | 73.69 |
| 2024-03-31 | $222k | 3.1k | 72.34 |
| 2023-12-31 | $258k | 3.8k | 68.80 |
| 2023-09-30 | $204k | 3.7k | 54.90 |
| 2023-06-30 | $275k | 4.8k | 56.68 |
| 2021-06-30 | $26k | 361 | 72.02 |
More positions owned by Red Door Wealth Management
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