Charles Schwab Corporation shares owned by Sound Income Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $548k | 5.9k | 92.28 |
| 2026-03-31 | $171k | 1.9k | 92.37 |
| 2025-12-31 | $114k | 1.1k | 103.82 |
| 2025-09-30 | $95k | 1.0k | 94.02 |
| 2025-06-30 | $98k | 1.1k | 91.24 |
| 2025-03-31 | $81k | 1.0k | 78.28 |
| 2024-12-31 | $79k | 1.1k | 74.01 |
| 2024-09-30 | $69k | 1.1k | 64.81 |
| 2024-06-30 | $10k | 136 | 73.69 |
| 2024-03-31 | $8.9k | 123 | 72.34 |
| 2023-12-31 | $8.5k | 123 | 68.80 |
| 2023-09-30 | $8.2k | 149 | 54.90 |
| 2023-06-30 | $8.4k | 149 | 56.68 |
| 2023-03-31 | $7.8k | 149 | 52.38 |
| 2022-12-31 | $13k | 161 | 83.26 |
| 2022-09-30 | $2.0k | 23 | 86.96 |
| 2022-06-30 | $999 | 9 | 111.11 |
| 2022-03-31 | $999 | 9 | 111.11 |
| 2021-12-31 | $999 | 9 | 111.11 |
| 2021-09-30 | $2.0k | 21 | 95.24 |
| 2021-06-30 | $2.0k | 21 | 95.24 |
| 2021-03-31 | $4.8k | 74 | 65.18 |
| 2020-12-31 | $3.0k | 61 | 49.18 |
| 2020-09-30 | $2.0k | 49 | 40.82 |
| 2020-06-30 | $2.0k | 49 | 40.82 |
| 2020-03-31 | $0 | 9 | 0.00 |
| 2019-12-31 | $0 | 9 | 0.00 |
| 2019-09-30 | $0 | 9 | 0.00 |
| 2019-06-30 | $0 | 9 | 0.00 |
| 2019-03-31 | $0 | 9 | 0.00 |
| 2018-12-31 | $2.0k | 34 | 58.82 |
| 2018-09-30 | $0 | 9 | 0.00 |
| 2018-06-30 | $0 | 9 | 0.00 |
| 2018-03-31 | $0 | 9 | 0.00 |
| 2017-12-31 | $0 | 9 | 0.00 |