Charles Schwab Corporation shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 3.1k | 95.47 |
| 2025-06-30 | $305k | 3.3k | 91.24 |
| 2025-03-31 | $262k | 3.3k | 78.28 |
| 2024-12-31 | $227k | 3.1k | 74.01 |
| 2023-12-31 | $116k | 1.7k | 68.80 |
| 2023-09-30 | $275 | 5 | 55.00 |
| 2022-12-31 | $69k | 823 | 83.26 |
| 2022-09-30 | $43k | 592 | 72.64 |
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