Charles Schwab Corporation shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 10k | 99.91 |
| 2025-09-30 | $1.0M | 11k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $866k | 11k | 78.28 |
| 2024-12-31 | $838k | 11k | 74.01 |
| 2024-09-30 | $903k | 14k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 73.69 |
| 2024-03-31 | $2.1M | 29k | 72.34 |
| 2023-12-31 | $2.4M | 34k | 68.80 |
| 2023-09-30 | $1.9M | 35k | 54.90 |
| 2023-06-30 | $2.2M | 39k | 56.68 |
| 2023-03-31 | $1.9M | 37k | 52.38 |
| 2022-12-31 | $1.3M | 15k | 83.26 |
| 2022-09-30 | $1.1M | 16k | 71.87 |
| 2022-06-30 | $1.0M | 16k | 63.16 |
| 2022-03-31 | $2.0M | 23k | 84.30 |
| 2021-12-31 | $3.5M | 42k | 84.09 |
| 2021-09-30 | $3.0M | 42k | 72.84 |
More positions owned by U.S. Capital Wealth Advisors
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