Charles Schwab Corporation shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 42k | 72.34 |
| 2023-12-31 | $2.9M | 41k | 68.80 |
| 2023-09-30 | $2.2M | 40k | 54.90 |
| 2023-06-30 | $2.2M | 39k | 56.68 |
| 2023-03-31 | $464k | 8.9k | 52.38 |
| 2022-12-31 | $1.7M | 20k | 83.26 |