Charles Schwab Corporation shares owned by Sittner & Nelson
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sittner & Nelson
from 13F filings
Historical chart of Sittner & Nelson investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sittner & Nelson
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 142 | 95.47 |
| 2025-06-30 | $13k | 142 | 91.24 |
| 2025-03-31 | $11k | 142 | 78.28 |
| 2024-12-31 | $11k | 142 | 74.01 |
| 2024-09-30 | $9.2k | 142 | 64.81 |
| 2024-06-30 | $11k | 142 | 73.69 |
| 2024-03-31 | $10k | 142 | 72.34 |
| 2023-09-30 | $33k | 592 | 54.90 |
| 2023-06-30 | $34k | 592 | 56.68 |
| 2023-03-31 | $31k | 592 | 52.38 |
| 2022-12-31 | $38k | 450 | 83.26 |