Charles Schwab Corporation shares owned by Finer Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Finer Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Finer Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.6M | 22k | 72.34 |
2023-09-30 | $484k | 8.8k | 54.90 |