Charles Schwab Corporation shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood Capital Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Cottonwood Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $234k | 3.3k | 71.23 |
2023-12-31 | $226k | 3.3k | 68.80 |
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