Charles Schwab Corporation shares owned by Uhlmann Price Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Uhlmann Price Securities
from 13F filings
Historical chart of Uhlmann Price Securities investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Uhlmann Price Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.44 |
| 2025-06-30 | $979k | 11k | 91.25 |
| 2025-03-31 | $999k | 13k | 78.32 |
| 2024-12-31 | $931k | 13k | 74.00 |
| 2024-09-30 | $813k | 13k | 64.82 |