Charles Schwab Corporation shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 5.1k | 95.47 |
| 2025-06-30 | $426k | 4.7k | 91.25 |
| 2023-09-30 | $308k | 5.6k | 54.90 |
| 2023-06-30 | $303k | 5.3k | 56.68 |
| 2023-03-31 | $279k | 5.3k | 52.38 |
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