Charles Schwab Corporation shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 23k | 95.47 |
| 2025-06-30 | $2.1M | 23k | 91.24 |
| 2025-03-31 | $1.8M | 23k | 78.28 |
| 2024-12-31 | $1.7M | 23k | 73.66 |
| 2024-09-30 | $1.5M | 23k | 64.90 |
| 2024-06-30 | $1.7M | 22k | 74.53 |
| 2024-03-31 | $1.5M | 22k | 71.23 |
| 2023-12-31 | $4.0M | 21k | 195.79 |
| 2023-09-30 | $1.1M | 20k | 53.72 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $978k | 20k | 50.00 |
| 2022-12-31 | $1.6M | 19k | 81.94 |
| 2022-09-30 | $1.5M | 19k | 76.01 |
| 2022-06-30 | $3.5M | 54k | 64.35 |
| 2022-03-31 | $4.5M | 54k | 83.54 |
| 2021-12-31 | $4.7M | 55k | 85.75 |
| 2021-09-30 | $4.1M | 57k | 72.84 |