Charles Schwab Corporation shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.5M | 85k | 99.91 |
| 2025-09-30 | $355k | 3.7k | 95.47 |
| 2025-06-30 | $245k | 2.7k | 91.24 |
| 2024-12-31 | $63k | 855 | 74.01 |
| 2024-09-30 | $39k | 607 | 64.81 |
| 2024-06-30 | $687k | 9.3k | 73.69 |
| 2024-03-31 | $519k | 7.2k | 72.34 |
| 2023-12-31 | $750k | 11k | 68.80 |
| 2023-09-30 | $781k | 14k | 54.90 |
| 2023-06-30 | $733k | 13k | 56.68 |
| 2023-03-31 | $237k | 4.5k | 52.38 |
| 2019-09-30 | $26k | 622 | 41.80 |