Charles Schwab Corporation shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 110k | 95.47 |
| 2025-06-30 | $10M | 111k | 91.24 |
| 2025-03-31 | $7.9M | 102k | 78.28 |
| 2024-12-31 | $9.1M | 124k | 73.94 |
| 2024-09-30 | $7.5M | 117k | 63.91 |
| 2024-06-30 | $8.4M | 115k | 73.43 |
| 2024-03-31 | $556k | 7.7k | 72.34 |
| 2023-12-31 | $551k | 8.0k | 68.80 |
| 2023-09-30 | $495k | 9.0k | 54.90 |
| 2023-06-30 | $489k | 8.6k | 56.68 |
| 2023-03-31 | $415k | 7.9k | 52.38 |
| 2022-12-31 | $446k | 5.4k | 83.26 |