Charles Schwab Corporation shares owned by Cornerstone Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Advisory
from 13F filings
Historical chart of Cornerstone Advisory investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Cornerstone Advisory 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 |
---|---|---|---|
2023-09-30 | $560k | 10k | 54.90 |
2023-06-30 | $1.5M | 27k | 56.68 |
2023-03-31 | $1.3M | 25k | 52.38 |
2021-12-31 | $1.6k | 27 | 58.82 |