Charles Schwab Corporation shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 3.0k | 95.47 |
| 2025-06-30 | $274k | 3.0k | 91.24 |
| 2025-03-31 | $235k | 3.0k | 78.28 |
| 2024-12-31 | $222k | 3.0k | 74.01 |
| 2024-09-30 | $207k | 3.2k | 64.81 |
| 2024-06-30 | $221k | 3.0k | 73.69 |
| 2024-03-31 | $217k | 3.0k | 72.34 |
| 2023-12-31 | $227k | 3.3k | 68.80 |