Charles Schwab Corporation shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Everhart Financial Group 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 |
---|---|---|---|
2024-03-31 | $377k | 5.2k | 72.34 |
2023-12-31 | $275k | 4.0k | 68.80 |
2023-09-30 | $268k | 4.9k | 54.90 |
2022-12-31 | $282k | 3.4k | 83.26 |
2022-09-30 | $357k | 5.0k | 71.98 |
2022-06-30 | $231k | 3.6k | 63.32 |