Charles Schwab Corporation shares owned by Constellation Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Constellation Wealth Advisors
from 13F filings
Historical chart of Constellation Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Constellation Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $248k | 8.7k | 28.59 |
| 2015-06-30 | $283k | 8.7k | 32.62 |
| 2015-03-31 | $264k | 8.7k | 30.43 |
| 2014-12-31 | $262k | 8.7k | 30.20 |
| 2014-09-30 | $255k | 8.7k | 29.39 |
| 2014-06-30 | $234k | 8.7k | 26.97 |
| 2014-03-31 | $3.2M | 116k | 27.33 |
| 2012-06-30 | $9.0k | 676 | 13.31 |
| 2011-06-30 | $4.1M | 248k | 16.45 |
| 2010-12-31 | $1.9M | 139k | 13.90 |
More positions owned by Constellation Wealth Advisors
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