Charles Schwab Corporation shares owned by SS&H Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SS&H Financial Advisors
from 13F filings
Historical chart of SS&H Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SS&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $589k | 5.9k | 99.85 |
| 2025-09-30 | $563k | 5.9k | 95.47 |
| 2025-06-30 | $538k | 5.9k | 91.24 |
| 2025-03-31 | $462k | 5.9k | 78.32 |
| 2024-12-31 | $437k | 5.9k | 74.08 |
| 2024-09-30 | $382k | 5.9k | 64.76 |
| 2024-06-30 | $435k | 5.9k | 73.74 |