Charles Schwab Corporation shares owned by Sculati Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sculati Wealth Management
from 13F filings
Historical chart of Sculati Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sculati Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 40k | 95.47 |
| 2025-06-30 | $3.7M | 41k | 91.24 |
| 2025-03-31 | $3.2M | 41k | 78.28 |
| 2024-12-31 | $3.1M | 43k | 72.34 |
| 2024-09-30 | $3.1M | 43k | 72.34 |
| 2024-06-30 | $3.1M | 43k | 73.69 |
| 2024-03-31 | $3.1M | 43k | 72.34 |
| 2023-12-31 | $3.0M | 43k | 68.80 |
| 2023-09-30 | $2.4M | 43k | 54.90 |
| 2023-06-30 | $2.4M | 42k | 56.68 |
| 2023-03-31 | $2.2M | 42k | 52.38 |
| 2022-12-31 | $3.4M | 41k | 83.27 |
| 2022-09-30 | $2.9M | 41k | 71.87 |
| 2022-06-30 | $2.6M | 41k | 63.17 |
| 2022-03-31 | $3.4M | 40k | 84.32 |
| 2021-12-31 | $3.3M | 40k | 84.10 |
| 2021-09-30 | $2.9M | 39k | 72.83 |
| 2021-06-30 | $2.9M | 39k | 72.82 |
| 2021-03-31 | $2.5M | 39k | 65.19 |
| 2020-12-31 | $2.1M | 41k | 53.03 |
| 2020-09-30 | $1.5M | 40k | 36.23 |
| 2020-06-30 | $1.3M | 39k | 33.74 |
| 2020-03-31 | $797k | 24k | 33.62 |