Charles Schwab Corporation shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 95.47 |
| 2025-06-30 | $1.5M | 17k | 91.24 |
| 2025-03-31 | $1.2M | 16k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-09-30 | $927k | 14k | 64.81 |
| 2024-06-30 | $948k | 13k | 73.70 |
| 2024-03-31 | $414k | 5.7k | 72.34 |
| 2023-12-31 | $309k | 4.5k | 68.80 |
| 2023-09-30 | $216k | 3.9k | 54.90 |
| 2023-03-31 | $756k | 14k | 52.38 |
| 2022-12-31 | $1.2M | 15k | 83.26 |
| 2022-06-30 | $341k | 5.4k | 63.17 |
| 2022-03-31 | $442k | 5.2k | 84.40 |
| 2021-12-31 | $548k | 6.5k | 84.14 |
| 2021-09-30 | $495k | 6.8k | 72.80 |
| 2021-06-30 | $477k | 6.6k | 72.80 |
| 2021-03-31 | $586k | 9.0k | 65.21 |
| 2020-12-31 | $436k | 8.2k | 53.06 |