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
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All positions including Charles Schwab Corporation held by Teamwork Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Teamwork Financial Advisors
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