Charles Schwab Corporation shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 72k | 95.47 |
| 2025-06-30 | $8.1M | 89k | 91.24 |
| 2025-03-31 | $9.3M | 119k | 78.28 |
| 2024-12-31 | $8.1M | 109k | 74.01 |
| 2024-09-30 | $8.2M | 127k | 64.81 |
| 2024-06-30 | $10M | 138k | 73.69 |
| 2024-03-31 | $11M | 146k | 72.34 |
| 2023-12-31 | $8.6M | 125k | 68.80 |
| 2023-09-30 | $6.6M | 121k | 54.90 |
| 2023-06-30 | $5.4M | 96k | 56.68 |
| 2023-03-31 | $2.9M | 55k | 52.38 |
| 2022-12-31 | $4.7M | 56k | 83.26 |
| 2022-09-30 | $6.3M | 88k | 71.86 |
| 2022-06-30 | $4.9M | 77k | 63.18 |
| 2022-03-31 | $5.4M | 64k | 84.31 |
| 2021-12-31 | $5.3M | 63k | 84.10 |