Charles Schwab Corporation shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Moss Adams Wealth 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 Moss Adams Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $233k | 3.4k | 68.80 |
2022-12-31 | $313k | 3.8k | 83.26 |
More positions owned by Moss Adams Wealth Advisors
View all positions for Moss Adams Wealth Advisors