Charles Schwab Corporation shares owned by Worth Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 13k | 91.48 |
| 2023-06-30 | $22k | 384 | 56.68 |
| 2023-03-31 | $65k | 1.2k | 52.38 |
| 2022-12-31 | $42k | 500 | 83.26 |
| 2022-09-30 | $36k | 500 | 72.00 |
| 2022-06-30 | $32k | 500 | 64.00 |
| 2022-03-31 | $32k | 500 | 64.00 |