Charles Schwab Corporation shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 85k | 72.34 |
| 2023-12-31 | $5.8M | 84k | 68.80 |
| 2023-09-30 | $4.3M | 83k | 51.75 |
| 2023-06-30 | $3.9M | 70k | 56.68 |
| 2023-03-31 | $2.9M | 56k | 52.38 |
| 2022-12-31 | $3.5M | 43k | 83.26 |
| 2022-09-30 | $1.0M | 14k | 71.89 |
| 2022-06-30 | $675k | 11k | 63.18 |
| 2022-03-31 | $848k | 10k | 84.35 |
| 2021-12-31 | $801k | 9.5k | 84.14 |
| 2021-09-30 | $633k | 8.7k | 72.83 |
More positions owned by Stony Point Wealth Management
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