Charles Schwab Corporation shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 67k | 95.47 |
| 2025-06-30 | $5.3M | 58k | 91.24 |
| 2025-03-31 | $11M | 138k | 78.28 |
| 2024-12-31 | $6.6M | 90k | 74.01 |
| 2024-09-30 | $5.7M | 88k | 64.81 |
| 2024-06-30 | $6.6M | 90k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.3M | 20k | 63.78 |
| 2023-09-30 | $965k | 18k | 54.90 |
| 2023-06-30 | $874k | 15k | 56.68 |
| 2023-03-31 | $738k | 14k | 52.38 |
| 2022-12-31 | $703k | 8.4k | 83.29 |
| 2022-09-30 | $609k | 8.5k | 71.87 |
| 2022-06-30 | $767k | 12k | 63.15 |
| 2022-03-31 | $11M | 127k | 84.43 |
| 2021-12-31 | $2.8M | 34k | 84.10 |
| 2021-09-30 | $1.5M | 20k | 72.86 |
| 2021-06-30 | $1.5M | 21k | 72.43 |
| 2021-03-31 | $2.9M | 45k | 64.61 |