Charles Schwab Corporation shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $976k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 14k | 73.69 |
| 2024-03-31 | $971k | 13k | 72.34 |
| 2023-12-31 | $846k | 12k | 68.80 |
| 2023-09-30 | $7.7M | 140k | 54.90 |
| 2023-06-30 | $4.0M | 71k | 56.68 |
| 2023-03-31 | $3.6M | 68k | 52.38 |
| 2022-12-31 | $613k | 7.4k | 83.26 |
| 2022-09-30 | $354k | 4.9k | 71.85 |
| 2022-06-30 | $223k | 3.5k | 63.10 |
| 2022-03-31 | $2.1M | 180k | 11.86 |