Charles Schwab Corporation shares owned by True Wealth Design
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by True Wealth Design 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 | $21k | 289 | 72.34 |
2023-12-31 | $20k | 289 | 68.80 |