Charles Schwab Corporation shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $369k | 6.7k | 54.90 |
| 2023-06-30 | $335k | 5.9k | 56.68 |
| 2023-03-31 | $310k | 5.9k | 52.38 |
| 2022-12-31 | $490k | 5.9k | 83.26 |
| 2022-09-30 | $356k | 5.0k | 71.82 |
| 2022-06-30 | $313k | 5.0k | 63.14 |
| 2022-03-31 | $420k | 5.0k | 84.39 |
| 2021-12-31 | $586k | 7.0k | 84.09 |
| 2021-09-30 | $1.7M | 23k | 72.82 |
| 2021-06-30 | $1.6M | 22k | 72.79 |
| 2021-03-31 | $1.5M | 21k | 70.63 |
| 2020-12-31 | $1.1M | 21k | 53.06 |
| 2020-09-30 | $863k | 24k | 36.24 |
| 2020-06-30 | $763k | 23k | 33.76 |
| 2019-09-30 | $18k | 442 | 40.72 |
| 2018-03-31 | $2.0k | 39 | 51.28 |
| 2017-03-31 | $0 | 4 | 0.00 |
| 2016-03-31 | $28k | 1.0k | 28.00 |
| 2015-12-31 | $33k | 1.0k | 33.00 |
| 2015-09-30 | $29k | 1.0k | 29.00 |
| 2015-06-30 | $33k | 1.0k | 33.00 |