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Charles Schwab Corporation shares owned by C2C Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by C2C Wealth Management from 13F filings

Historical chart of C2C Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by C2C Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by C2C Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 21k 53.53
2023-06-30 $1.2M 20k 58.92
2023-03-31 $1.1M 20k 51.93
2022-12-31 $237k 3.1k 76.45
2022-09-30 $236k 3.1k 76.13
2022-03-31 $242k 3.1k 78.06
2021-12-31 $260k 3.1k 83.87