Charles Schwab Corporation shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $656k | 7.2k | 91.24 |
| 2025-03-31 | $566k | 7.2k | 78.28 |
| 2024-12-31 | $580k | 7.8k | 74.01 |
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