Charles Schwab Corporation shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 2.6k | 95.49 |
| 2025-06-30 | $255k | 2.8k | 91.24 |
| 2025-03-31 | $216k | 2.8k | 78.28 |
| 2024-12-31 | $223k | 3.0k | 74.03 |
| 2024-06-30 | $227k | 3.1k | 73.69 |
| 2024-03-31 | $223k | 3.1k | 72.34 |
| 2023-12-31 | $209k | 3.0k | 68.80 |
| 2020-12-31 | $10k | 206 | 48.54 |
| 2020-09-30 | $7.0k | 206 | 33.98 |
| 2020-06-30 | $6.0k | 206 | 29.13 |
| 2020-03-31 | $6.0k | 206 | 29.13 |
| 2019-12-31 | $9.0k | 206 | 43.69 |
| 2019-09-30 | $221k | 5.3k | 41.82 |
| 2019-06-30 | $216k | 5.4k | 40.11 |
| 2019-03-31 | $240k | 5.6k | 42.75 |
| 2018-12-31 | $268k | 6.5k | 41.45 |
| 2018-09-30 | $72k | 1.5k | 49.15 |
More positions owned by TRUE Private Wealth Advisors
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