Charles Schwab Corporation shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Toth Financial Advisory Corporation 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 Toth Financial Advisory Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $501k | 5.5k | 91.24 |
| 2025-03-31 | $68k | 870 | 78.28 |
| 2024-12-31 | $64k | 870 | 74.01 |
| 2024-09-30 | $428k | 6.6k | 64.81 |
| 2024-06-30 | $91k | 1.2k | 73.69 |
| 2024-03-31 | $80k | 1.1k | 72.34 |
| 2023-12-31 | $68k | 993 | 68.80 |
| 2023-09-30 | $92k | 1.7k | 54.90 |
| 2023-06-30 | $313k | 5.5k | 56.68 |
| 2023-03-31 | $100k | 1.9k | 52.38 |
| 2022-12-31 | $686k | 8.2k | 83.26 |
| 2022-09-30 | $58k | 810 | 71.60 |
| 2022-06-30 | $51k | 810 | 62.96 |
| 2022-03-31 | $13k | 155 | 83.87 |
| 2021-12-31 | $13k | 155 | 83.87 |
| 2021-09-30 | $11k | 155 | 70.97 |
| 2021-06-30 | $11k | 155 | 70.97 |
| 2021-03-31 | $10k | 155 | 64.52 |
| 2020-12-31 | $8.0k | 155 | 51.61 |
| 2020-09-30 | $6.0k | 155 | 38.71 |
| 2020-06-30 | $23k | 672 | 34.23 |
| 2020-03-31 | $22k | 655 | 33.59 |
| 2019-12-31 | $7.0k | 155 | 45.16 |
| 2019-09-30 | $28k | 665 | 42.11 |
| 2019-06-30 | $52k | 1.3k | 40.28 |
| 2019-03-31 | $51k | 1.2k | 42.86 |
| 2018-12-31 | $49k | 1.2k | 41.25 |
| 2018-09-30 | $68k | 1.4k | 49.06 |
| 2018-06-30 | $893k | 18k | 51.07 |
| 2018-03-31 | $940k | 18k | 52.21 |
| 2017-12-31 | $958k | 19k | 51.38 |
| 2017-09-30 | $792k | 18k | 43.74 |
| 2017-06-30 | $778k | 18k | 42.97 |
| 2017-03-31 | $739k | 18k | 40.82 |
| 2016-12-31 | $681k | 17k | 39.47 |
More positions owned by Toth Financial Advisory Corporation
View all positions for Toth Financial Advisory Corporation