Charles Schwab Corporation shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $807k | 11k | 72.34 |
| 2023-12-31 | $808k | 12k | 68.80 |
| 2023-09-30 | $644k | 12k | 54.90 |
| 2023-06-30 | $665k | 12k | 56.68 |
| 2023-03-31 | $615k | 12k | 52.38 |
| 2022-12-31 | $984k | 12k | 83.26 |
| 2022-09-30 | $844k | 12k | 71.90 |
| 2022-06-30 | $742k | 12k | 63.21 |
| 2022-03-31 | $990k | 12k | 84.34 |
| 2021-12-31 | $985k | 12k | 84.09 |
| 2021-09-30 | $853k | 12k | 72.82 |
| 2021-06-30 | $853k | 12k | 72.82 |
| 2021-03-31 | $764k | 12k | 65.22 |
| 2020-12-31 | $621k | 12k | 53.01 |
| 2020-09-30 | $424k | 12k | 36.20 |
| 2020-06-30 | $395k | 12k | 33.72 |
| 2020-03-31 | $394k | 12k | 33.64 |
| 2019-12-31 | $557k | 12k | 47.55 |
More positions owned by Powell Investment Advisors
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