Charles Schwab Corporation shares owned by Relative Value Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Relative Value Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $431k | 6.3k | 68.80 |
2023-09-30 | $341k | 6.2k | 54.90 |