Charles Schwab Corporation shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $412k | 9.9k | 41.83 |
| 2019-12-31 | $412k | 9.9k | 41.83 |
| 2019-09-30 | $412k | 9.9k | 41.83 |
| 2019-06-30 | $443k | 11k | 40.15 |
| 2019-03-31 | $518k | 12k | 42.80 |
| 2018-12-31 | $674k | 16k | 41.51 |
| 2018-09-30 | $823k | 17k | 49.17 |
| 2018-06-30 | $872k | 17k | 51.07 |
| 2018-03-31 | $920k | 18k | 52.20 |
| 2017-12-31 | $914k | 18k | 51.35 |
| 2017-09-30 | $814k | 19k | 43.76 |
| 2017-06-30 | $736k | 18k | 40.82 |
| 2017-03-31 | $736k | 18k | 40.82 |
| 2016-12-31 | $862k | 22k | 39.45 |
| 2016-09-30 | $695k | 22k | 31.55 |
| 2016-06-30 | $443k | 18k | 25.32 |
| 2016-03-31 | $519k | 19k | 28.01 |
| 2015-12-31 | $536k | 16k | 32.91 |
| 2015-09-30 | $436k | 15k | 28.58 |
| 2015-06-30 | $428k | 13k | 32.62 |
| 2015-03-31 | $365k | 12k | 30.44 |
| 2014-06-30 | $295k | 11k | 26.93 |
| 2014-03-31 | $249k | 9.1k | 27.33 |
More positions owned by Confluence Wealth Management
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