Charles Schwab Corporation shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge Wealth Management investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $786k | 11k | 72.34 |
2023-12-31 | $746k | 11k | 68.80 |
2023-09-30 | $595k | 11k | 54.90 |
2023-06-30 | $613k | 11k | 56.68 |
2023-03-31 | $492k | 9.4k | 52.38 |
2022-12-31 | $782k | 9.4k | 83.26 |
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