Charles Schwab Corporation shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $583k | 8.1k | 72.34 |
| 2023-12-31 | $559k | 8.1k | 68.80 |
| 2023-09-30 | $450k | 8.2k | 54.90 |
| 2023-06-30 | $466k | 8.2k | 56.68 |
| 2023-03-31 | $452k | 8.6k | 52.38 |
| 2022-12-31 | $670k | 8.0k | 83.26 |
| 2022-09-30 | $827k | 12k | 71.84 |
| 2022-06-30 | $744k | 12k | 63.16 |
| 2022-03-31 | $1.1M | 13k | 84.36 |
| 2021-12-31 | $1.1M | 13k | 84.11 |