Charles Schwab Corporation shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 6.5k | 95.47 |
| 2025-06-30 | $577k | 6.3k | 91.24 |
| 2025-03-31 | $493k | 6.3k | 78.28 |
| 2024-12-31 | $517k | 7.0k | 74.01 |
| 2024-09-30 | $3.8M | 59k | 64.81 |
| 2024-06-30 | $4.2M | 57k | 73.69 |
| 2024-03-31 | $4.1M | 56k | 72.34 |
| 2023-12-31 | $3.8M | 55k | 68.80 |
| 2023-09-30 | $2.9M | 54k | 54.90 |
| 2023-06-30 | $2.8M | 50k | 56.68 |
| 2023-03-31 | $2.4M | 46k | 52.38 |
| 2022-12-31 | $202k | 2.4k | 83.27 |
| 2022-03-31 | $214k | 2.5k | 84.45 |
| 2021-12-31 | $246k | 2.9k | 83.93 |
| 2021-06-30 | $202k | 2.8k | 72.90 |
| 2019-06-30 | $222k | 5.0k | 44.09 |
| 2019-03-31 | $208k | 4.9k | 42.73 |
| 2018-12-31 | $205k | 4.9k | 41.56 |
| 2018-09-30 | $227k | 4.9k | 46.63 |
| 2018-06-30 | $210k | 4.1k | 51.00 |