Charles Schwab Corporation shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $342k | 5.0k | 68.80 |
| 2023-09-30 | $339k | 6.2k | 54.90 |
| 2023-06-30 | $344k | 6.1k | 56.68 |
| 2023-03-31 | $342k | 6.5k | 52.38 |
| 2022-12-31 | $453k | 5.4k | 83.26 |
| 2022-09-30 | $385k | 5.4k | 71.88 |
| 2022-06-30 | $273k | 4.3k | 63.25 |
| 2013-06-30 | $12k | 570 | 21.05 |
| 2013-03-31 | $10k | 570 | 17.54 |
| 2012-12-31 | $8.0k | 570 | 14.04 |
More positions owned by Triangle Securities Wealth Management
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