Charles Schwab Corporation shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $61k | 843 | 72.34 |
| 2023-12-31 | $26k | 370 | 68.80 |
| 2023-09-30 | $20k | 370 | 54.90 |
| 2023-06-30 | $21k | 370 | 56.68 |
| 2023-03-31 | $19k | 370 | 52.38 |
| 2022-12-31 | $31k | 370 | 83.26 |
| 2022-09-30 | $36k | 495 | 72.73 |