Charles Schwab Corporation shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $107k | 1.6k | 68.80 |
| 2023-09-30 | $86k | 1.6k | 54.90 |
| 2023-06-30 | $84k | 1.6k | 53.84 |
| 2023-03-31 | $82k | 1.6k | 52.38 |
| 2022-12-31 | $30k | 359 | 83.26 |
| 2022-09-30 | $26k | 359 | 72.42 |
| 2022-06-30 | $23k | 359 | 64.07 |
| 2022-03-31 | $30k | 359 | 83.57 |
| 2021-12-31 | $29k | 350 | 82.86 |
| 2021-09-30 | $25k | 350 | 71.43 |
| 2021-06-30 | $25k | 350 | 71.43 |
| 2021-03-31 | $23k | 350 | 65.71 |
| 2020-12-31 | $19k | 350 | 54.29 |
| 2020-09-30 | $13k | 350 | 37.14 |
| 2020-06-30 | $12k | 350 | 34.29 |
| 2020-03-31 | $12k | 350 | 34.29 |
| 2019-12-31 | $17k | 350 | 48.57 |
| 2019-09-30 | $15k | 350 | 42.86 |
| 2019-06-30 | $14k | 350 | 40.00 |
| 2019-03-31 | $15k | 350 | 42.86 |
| 2018-12-31 | $15k | 350 | 42.86 |
| 2018-09-30 | $17k | 350 | 48.57 |
| 2018-06-30 | $18k | 350 | 51.43 |
| 2018-03-31 | $18k | 350 | 51.43 |
| 2017-12-31 | $18k | 350 | 51.43 |
| 2017-09-30 | $15k | 350 | 42.86 |
| 2017-06-30 | $15k | 350 | 42.86 |
| 2017-03-31 | $14k | 350 | 40.00 |
| 2016-12-31 | $15k | 373 | 40.21 |
| 2016-09-30 | $16k | 501 | 31.94 |
| 2016-06-30 | $13k | 501 | 25.95 |
| 2016-03-31 | $14k | 501 | 27.94 |
More positions owned by AllSquare Wealth Management
View all positions for AllSquare Wealth Management