Charles Schwab Corporation shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Tradition 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 3.0k | 95.46 |
| 2025-06-30 | $275k | 3.0k | 91.23 |
| 2025-03-31 | $236k | 3.0k | 78.27 |
| 2023-12-31 | $139k | 2.0k | 68.61 |
| 2023-09-30 | $111k | 2.0k | 54.98 |
| 2023-06-30 | $170k | 3.0k | 56.67 |
| 2023-03-31 | $114k | 2.2k | 52.46 |
| 2022-12-31 | $127k | 1.5k | 83.12 |
| 2022-09-30 | $110k | 1.5k | 71.99 |
| 2021-12-31 | $3.0k | 34 | 88.24 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management