Charles Schwab Corporation shares owned by Todd Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Todd Wealth Management
from 13F filings
Historical chart of Todd Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Todd Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $268k | 2.9k | 92.26 |
| 2026-03-31 | $285k | 3.0k | 93.98 |
| 2025-12-31 | $314k | 3.1k | 99.91 |