Charles Schwab Corporation shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Circle Wealth Management 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 |
---|---|---|---|
2023-12-31 | $557k | 8.1k | 68.80 |
2023-09-30 | $408k | 7.4k | 54.90 |
2023-06-30 | $416k | 7.3k | 56.68 |
2023-03-31 | $379k | 7.2k | 52.38 |
2022-12-31 | $401k | 4.8k | 83.26 |
2022-09-30 | $336k | 4.7k | 71.79 |