Charles Schwab Corporation shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $207k | 2.9k | 72.34 |
2023-12-31 | $196k | 2.9k | 68.80 |
2023-09-30 | $135k | 2.5k | 54.90 |
2023-06-30 | $30k | 571 | 52.38 |
2023-03-31 | $30k | 571 | 52.54 |
2022-12-31 | $6.0k | 71 | 84.51 |
2022-09-30 | $5.0k | 71 | 70.42 |
2022-06-30 | $4.0k | 71 | 56.34 |
2022-03-31 | $6.0k | 71 | 84.51 |
2021-12-31 | $6.0k | 71 | 84.51 |
2021-09-30 | $5.0k | 71 | 70.42 |
2021-06-30 | $5.0k | 71 | 70.42 |
2021-03-31 | $5.0k | 71 | 70.42 |
2020-12-31 | $4.0k | 71 | 56.34 |
2020-09-30 | $3.0k | 71 | 42.25 |
2020-06-30 | $2.0k | 71 | 28.17 |
2020-03-31 | $2.0k | 71 | 28.17 |
2019-12-31 | $3.0k | 71 | 42.25 |
2019-09-30 | $3.0k | 71 | 42.25 |
2019-06-30 | $3.0k | 71 | 42.25 |
2019-03-31 | $3.0k | 71 | 42.25 |
2018-12-31 | $3.0k | 71 | 42.25 |
2018-09-30 | $3.0k | 71 | 42.25 |
2018-06-30 | $4.0k | 71 | 56.34 |
2018-03-31 | $4.0k | 71 | 56.34 |
2017-12-31 | $4.0k | 71 | 56.34 |
2017-09-30 | $3.0k | 71 | 42.25 |
2017-06-30 | $3.0k | 71 | 42.25 |
2017-03-31 | $3.0k | 71 | 42.25 |
2016-12-31 | $3.0k | 71 | 42.25 |
2016-09-30 | $2.0k | 71 | 28.17 |
2016-06-30 | $2.0k | 71 | 28.17 |
2016-03-31 | $2.0k | 71 | 28.17 |
2015-12-31 | $2.0k | 71 | 28.17 |
2015-09-30 | $2.0k | 71 | 28.17 |
2015-06-30 | $2.0k | 71 | 28.17 |
2015-03-31 | $2.0k | 71 | 28.17 |
2014-12-31 | $2.0k | 71 | 28.17 |
2014-09-30 | $2.0k | 71 | 28.17 |