Charles Schwab Corporation shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 316 | 95.39 |
| 2025-06-30 | $28k | 308 | 91.33 |
| 2025-03-31 | $23k | 297 | 78.25 |
| 2024-12-31 | $21k | 282 | 74.12 |
| 2024-09-30 | $19k | 287 | 64.76 |
| 2024-06-30 | $23k | 317 | 73.63 |
| 2024-03-31 | $19k | 259 | 72.31 |