Charles Schwab Corporation shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53k | 557 | 95.39 |
| 2025-06-30 | $26k | 282 | 91.24 |
| 2025-03-31 | $22k | 282 | 78.28 |
| 2024-12-31 | $21k | 282 | 74.01 |
| 2024-09-30 | $18k | 282 | 64.81 |
| 2024-06-30 | $21k | 282 | 73.69 |
| 2024-03-31 | $20k | 282 | 72.34 |
| 2023-12-31 | $19k | 282 | 68.80 |
| 2023-09-30 | $16k | 282 | 54.90 |
| 2023-06-30 | $16k | 282 | 56.68 |
| 2023-03-31 | $38k | 732 | 52.38 |
| 2022-12-31 | $6.8k | 82 | 83.26 |