Charles Schwab Corporation shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $330k | 4.6k | 71.35 |
2023-09-30 | $265k | 4.9k | 53.59 |
2023-06-30 | $282k | 5.0k | 56.88 |
2023-03-31 | $235k | 4.9k | 47.79 |
2022-12-31 | $384k | 4.6k | 83.26 |
2022-09-30 | $325k | 4.4k | 73.28 |
2022-06-30 | $282k | 4.4k | 63.64 |
2022-03-31 | $444k | 5.3k | 83.60 |
2021-12-31 | $552k | 6.5k | 85.49 |
2021-09-30 | $396k | 5.4k | 72.85 |
2021-06-30 | $397k | 5.4k | 73.10 |
2021-03-31 | $224k | 6.2k | 36.23 |
2020-12-31 | $336k | 6.4k | 52.71 |
2020-09-30 | $224k | 6.2k | 36.23 |
2019-09-30 | $144k | 3.8k | 37.92 |
2019-03-31 | $249k | 5.6k | 44.46 |
2018-12-31 | $257k | 5.8k | 44.58 |
2018-09-30 | $290k | 6.1k | 47.74 |
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