Charles Schwab Corporation shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 2.8k | 95.47 |
| 2025-06-30 | $263k | 2.9k | 91.23 |
| 2025-03-31 | $222k | 2.8k | 78.27 |
| 2024-12-31 | $280k | 3.8k | 74.00 |
| 2024-09-30 | $243k | 3.7k | 64.80 |
| 2024-06-30 | $275k | 3.7k | 73.70 |
| 2024-03-31 | $262k | 3.6k | 72.34 |
| 2023-12-31 | $227k | 3.3k | 68.79 |