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Charles Schwab Corporation shares owned by Vision Financial Markets

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vision Financial Markets from 13F filings

Historical chart of Vision Financial Markets investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Vision Financial Markets consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Vision Financial Markets

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 242 95.43
2025-06-30 $22k 242 90.99
2025-03-31 $19k 241 78.19
2024-12-31 $14k 185 74.03