Charles Schwab Corporation shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 2.4k | 95.47 |
| 2025-06-30 | $217k | 2.4k | 91.24 |
| 2019-09-30 | $4.0M | 96k | 41.83 |
| 2019-06-30 | $3.8M | 94k | 40.19 |
| 2019-03-31 | $4.0M | 94k | 42.76 |
| 2018-12-31 | $3.8M | 92k | 41.54 |
| 2018-09-30 | $4.1M | 83k | 49.15 |
| 2018-06-30 | $4.2M | 83k | 51.10 |
| 2018-03-31 | $4.3M | 82k | 52.22 |
| 2017-12-31 | $4.2M | 82k | 51.37 |
| 2017-09-30 | $3.4M | 79k | 43.74 |
| 2017-06-30 | $2.9M | 68k | 42.96 |
| 2017-03-31 | $2.6M | 64k | 40.81 |
| 2016-12-31 | $2.1M | 54k | 39.47 |
| 2012-12-31 | $4.0k | 300 | 13.33 |