Charles Schwab Corporation shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $214k | 3.0k | 72.34 |
2023-12-31 | $225k | 3.3k | 68.81 |
2021-12-31 | $1.0k | 15 | 66.67 |
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