Charles Schwab Corporation shares owned by Trajan Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trajan Wealth
from 13F filings
Historical chart of Trajan Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 112k | 95.47 |
| 2025-06-30 | $7.9M | 86k | 91.24 |
| 2025-03-31 | $5.7M | 73k | 78.28 |
| 2024-12-31 | $4.8M | 65k | 74.01 |
| 2024-09-30 | $3.8M | 58k | 64.81 |
| 2024-06-30 | $3.7M | 51k | 73.69 |