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Charles Schwab Corporation shares owned by Ambassador Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ambassador Advisors from 13F filings

Historical chart of Ambassador Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Ambassador Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Ambassador Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $691k 11k 62.37
2023-09-30 $611k 11k 53.96
2023-06-30 $727k 11k 64.08
2023-03-31 $581k 12k 47.73
2022-12-31 $1.1M 13k 83.26
2022-09-30 $950k 13k 71.87
2022-06-30 $1.0M 16k 63.18
2022-03-31 $2.7M 16k 166.67
2021-12-31 $2.6M 16k 166.67
2021-09-30 $0 16k 0.00
2021-06-30 $0 15k 0.00
2021-03-31 $0 15k 0.00
2020-09-30 $605k 17k 36.25
2020-06-30 $661k 20k 33.76
2020-03-31 $879k 26k 33.64
2019-12-31 $1.4M 30k 47.56
2019-09-30 $1.4M 32k 41.84