Charles Schwab Corporation shares owned by Kiely Wealth Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kiely Wealth Advisory Group
from 13F filings
Historical chart of Kiely Wealth Advisory Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Kiely Wealth Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $343k | 5.3k | 64.33 |
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