Charles Schwab Corporation shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Personal Cfo Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $516k | 9.4k | 54.90 |
2023-06-30 | $438k | 7.7k | 56.68 |
2023-03-31 | $377k | 7.2k | 52.38 |
2022-12-31 | $554k | 6.7k | 83.25 |
2022-09-30 | $530k | 7.4k | 71.92 |
2022-06-30 | $364k | 5.8k | 63.21 |
2022-03-31 | $524k | 6.2k | 84.31 |
2021-12-31 | $490k | 5.8k | 84.12 |
2021-09-30 | $445k | 6.1k | 72.89 |
2021-06-30 | $347k | 4.8k | 72.91 |
2021-03-31 | $300k | 4.6k | 65.09 |
2020-12-31 | $273k | 5.1k | 53.08 |