Charles Schwab Corporation shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 358 | 95.47 |
| 2025-06-30 | $33k | 358 | 91.24 |
| 2025-03-31 | $18k | 232 | 78.28 |
| 2024-09-30 | $55k | 848 | 64.81 |
| 2024-06-30 | $641k | 8.7k | 73.69 |
| 2024-03-31 | $767k | 11k | 72.34 |
| 2023-12-31 | $691k | 10k | 68.80 |
| 2023-09-30 | $645k | 12k | 54.90 |
| 2023-06-30 | $546k | 9.6k | 56.68 |
| 2023-03-31 | $407k | 7.8k | 52.38 |