Charles Schwab Corporation shares owned by SGL Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SGL Investment Advisors
from 13F filings
Historical chart of SGL Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SGL Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 40k | 93.15 |
| 2025-06-30 | $3.6M | 39k | 91.95 |
| 2025-03-31 | $3.3M | 39k | 84.37 |
| 2024-12-31 | $3.2M | 39k | 82.28 |
| 2024-09-30 | $3.1M | 38k | 80.19 |
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