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Charles Schwab Corporation shares owned by Teamwork Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Teamwork Financial Advisors from 13F filings

Historical chart of Teamwork Financial Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Teamwork Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Teamwork Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 2.5k 95.43
2025-06-30 $204k 2.2k 91.22
2023-12-31 $200k 2.9k 68.78
2023-03-31 $220k 4.2k 52.38
2022-12-31 $394k 4.7k 83.25
2022-09-30 $356k 5.0k 71.82
2022-06-30 $485k 7.7k 63.23
2022-03-31 $2.8M 33k 84.31
2021-12-31 $1.6M 20k 84.07
2021-09-30 $1.5M 20k 72.86
2021-06-30 $1.5M 20k 72.79
2021-03-31 $1.3M 20k 65.16
2020-12-31 $1.3M 24k 53.04
2020-09-30 $997k 28k 36.25
2020-06-30 $2.0M 60k 33.74