Charles Schwab Corporation shares owned by Ronald Blue Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ronald Blue Trust
from 13F filings
Historical chart of Ronald Blue Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ronald Blue Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $862k | 11k | 78.33 |
| 2024-12-31 | $681k | 9.2k | 74.01 |
| 2024-09-30 | $1.4M | 20k | 73.69 |
| 2024-06-30 | $991k | 14k | 72.34 |
| 2024-03-31 | $730k | 10k | 72.33 |
| 2023-12-31 | $379k | 6.9k | 54.70 |
| 2023-09-30 | $354k | 6.2k | 56.76 |
| 2023-06-30 | $154k | 2.9k | 52.98 |
| 2023-03-31 | $938k | 11k | 82.87 |
| 2022-12-31 | $1.1M | 15k | 71.78 |
| 2022-09-30 | $528k | 8.4k | 63.24 |
| 2022-06-30 | $473k | 5.6k | 84.35 |