Charles Schwab Corporation shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $745k | 7.8k | 95.47 |
| 2025-06-30 | $480k | 5.3k | 91.24 |
| 2023-12-31 | $92k | 1.3k | 68.80 |
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