Charles Schwab Corporation shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 6.1k | 95.47 |
| 2025-06-30 | $900k | 9.9k | 91.24 |
| 2023-09-30 | $383 | 7 | 54.86 |
| 2023-06-30 | $397 | 7 | 56.71 |
| 2023-03-31 | $367 | 7 | 52.43 |
| 2022-09-30 | $999 | 7 | 142.86 |
| 2022-06-30 | $0 | 7 | 0.00 |
| 2022-03-31 | $999 | 7 | 142.86 |
| 2021-12-31 | $999 | 7 | 142.86 |
| 2021-09-30 | $999 | 7 | 142.86 |
| 2021-06-30 | $1.1M | 16k | 72.80 |
| 2018-09-30 | $3.2M | 62k | 51.10 |
| 2018-06-30 | $2.8M | 54k | 52.21 |
| 2018-03-31 | $2.8M | 54k | 52.23 |
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