Charles Schwab Corporation shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 25k | 95.47 |
| 2025-06-30 | $2.3M | 25k | 91.24 |
| 2024-12-31 | $2.0M | 25k | 81.58 |
| 2024-09-30 | $1.5M | 24k | 64.81 |
| 2024-06-30 | $5.4M | 73k | 73.69 |
| 2024-03-31 | $1.3M | 18k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.2M | 20k | 56.68 |
| 2019-03-31 | $19k | 420 | 45.24 |
| 2018-12-31 | $3.0k | 70 | 42.86 |
| 2018-09-30 | $3.0k | 70 | 42.86 |
| 2018-06-30 | $4.0k | 70 | 57.14 |
| 2018-03-31 | $4.0k | 70 | 57.14 |
| 2017-12-31 | $4.0k | 70 | 57.14 |