Charles Schwab Corporation shares owned by Narus Financial Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Narus Financial Partners
from 13F filings
Historical chart of Narus Financial Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Narus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $273k | 3.8k | 72.34 |
| 2023-12-31 | $263k | 3.8k | 68.80 |
| 2023-09-30 | $264k | 4.8k | 54.90 |
| 2023-06-30 | $291k | 5.1k | 56.68 |
| 2023-03-31 | $255k | 4.9k | 52.38 |
| 2022-12-31 | $283k | 3.4k | 83.26 |
| 2022-09-30 | $245k | 3.4k | 71.87 |
| 2022-06-30 | $215k | 3.4k | 63.18 |
| 2022-03-31 | $287k | 3.4k | 84.31 |
| 2021-03-31 | $222k | 3.4k | 65.18 |
| 2019-12-31 | $262k | 5.5k | 47.56 |
| 2019-09-30 | $213k | 5.1k | 41.83 |
| 2017-09-30 | $219k | 5.0k | 43.80 |
| 2017-06-30 | $204k | 5.0k | 40.80 |
| 2017-03-31 | $204k | 5.0k | 40.80 |