Charles Schwab Corporation shares owned by Boston Financial Mangement
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Boston Financial Mangement
from 13F filings
Historical chart of Boston Financial Mangement investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Boston Financial Mangement consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $312k | 4.3k | 72.34 |
2023-09-30 | $460k | 8.4k | 54.90 |
2023-06-30 | $471k | 8.3k | 56.68 |
2023-03-31 | $457k | 8.7k | 52.38 |
2022-12-31 | $744k | 8.9k | 83.26 |
2022-09-30 | $620k | 8.6k | 71.85 |
2022-06-30 | $546k | 8.6k | 63.17 |
2022-03-31 | $716k | 8.5k | 84.34 |
2021-12-31 | $677k | 8.1k | 84.06 |
2021-09-30 | $587k | 8.1k | 72.88 |
2021-06-30 | $586k | 8.1k | 72.76 |
2021-03-31 | $525k | 8.1k | 65.19 |
2020-12-31 | $472k | 8.9k | 53.01 |
2020-09-30 | $323k | 8.9k | 36.28 |
2020-06-30 | $300k | 8.9k | 33.69 |
2020-03-31 | $299k | 8.9k | 33.58 |
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