Charles Schwab Corporation shares owned by Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Trust
from 13F filings
Historical chart of Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6k | 17 | 95.47 |
| 2025-06-30 | $1.6k | 17 | 91.24 |
| 2025-03-31 | $1.3k | 17 | 78.29 |
| 2024-03-31 | $7.8k | 108 | 72.34 |
| 2015-12-31 | $5.4k | 164 | 32.93 |
| 2015-09-30 | $5.0k | 164 | 30.49 |
| 2015-06-30 | $5.0k | 164 | 30.49 |
| 2015-03-31 | $5.0k | 164 | 30.49 |