Charles Schwab Corporation shares owned by Spectrum Financial Alliance
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Spectrum Financial Alliance
from 13F filings
Historical chart of Spectrum Financial Alliance investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Spectrum Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 88k | 95.47 |
| 2025-06-30 | $8.9M | 91k | 97.63 |
| 2025-03-31 | $7.5M | 95k | 78.28 |
| 2024-12-31 | $7.6M | 102k | 74.01 |
| 2024-09-30 | $6.9M | 107k | 64.81 |
| 2024-06-30 | $10M | 138k | 73.69 |
| 2024-03-31 | $9.8M | 136k | 72.34 |
| 2023-12-31 | $9.6M | 139k | 68.80 |
| 2023-09-30 | $7.3M | 142k | 51.33 |
| 2023-06-30 | $1.7M | 31k | 56.68 |
More positions owned by Spectrum Financial Alliance
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