Charles Schwab Corporation shares owned by B.O.S.S. Retirement Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by B.O.S.S. Retirement Advisors
from 13F filings
Historical chart of B.O.S.S. Retirement Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by B.O.S.S. Retirement Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $315k | 4.6k | 68.80 |
2023-09-30 | $273k | 5.0k | 54.91 |
2023-06-30 | $281k | 5.0k | 56.68 |
More positions owned by B.O.S.S. Retirement Advisors
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