Charles Schwab Corporation shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 2.6k | 95.49 |
| 2025-06-30 | $222k | 2.4k | 91.25 |
| 2025-03-31 | $198k | 2.5k | 78.27 |
| 2024-12-31 | $187k | 2.5k | 74.02 |
| 2024-09-30 | $296k | 4.6k | 64.82 |
| 2024-06-30 | $336k | 4.6k | 73.70 |
| 2024-03-31 | $481k | 6.6k | 72.34 |
| 2023-12-31 | $430k | 7.8k | 54.90 |
| 2023-09-30 | $309k | 5.6k | 54.90 |
| 2023-06-30 | $318k | 5.6k | 56.68 |
| 2023-03-31 | $315k | 6.0k | 52.38 |