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Charles Schwab Corporation shares owned by TCG Advisory Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TCG Advisory Services from 13F filings

Historical chart of TCG Advisory Services investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by TCG Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 130k 72.34
2023-12-31 $8.7M 127k 68.80
2023-09-30 $3.0M 55k 54.90
2023-06-30 $2.8M 49k 56.68
2023-03-31 $2.1M 40k 52.38
2022-09-30 $201k 2.8k 71.76
2021-03-31 $442k 6.8k 65.24