Charles Schwab Corporation shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 32k | 95.47 |
| 2025-06-30 | $2.9M | 32k | 91.24 |
| 2025-03-31 | $2.5M | 32k | 78.28 |
| 2024-12-31 | $2.4M | 33k | 74.01 |
| 2024-09-30 | $2.1M | 33k | 64.81 |
| 2024-06-30 | $2.4M | 33k | 73.69 |
| 2024-03-31 | $2.4M | 34k | 72.34 |
| 2023-12-31 | $2.9M | 42k | 68.80 |