Charles Schwab Corporation shares owned by Tranquilli Financial Advisor
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tranquilli Financial Advisor
from 13F filings
Historical chart of Tranquilli Financial Advisor investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Tranquilli Financial Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 16k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.1M | 14k | 74.01 |
| 2024-09-30 | $950k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 14k | 73.42 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $874k | 13k | 68.80 |
| 2023-09-30 | $832k | 15k | 54.90 |
| 2023-06-30 | $771k | 14k | 56.68 |
| 2023-03-31 | $555k | 11k | 52.38 |
| 2022-12-31 | $595k | 7.1k | 83.26 |
| 2022-09-30 | $344k | 4.8k | 71.77 |
| 2022-03-31 | $235k | 2.8k | 84.23 |
| 2021-12-31 | $240k | 2.9k | 84.00 |
| 2021-09-30 | $207k | 2.8k | 72.89 |
| 2021-06-30 | $201k | 2.8k | 72.69 |
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