Charles Schwab Corporation shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $227k | 3.1k | 73.42 |
2023-12-31 | $284k | 4.3k | 65.26 |
2023-09-30 | $243k | 4.5k | 53.69 |
2023-06-30 | $251k | 4.3k | 58.52 |
2022-12-31 | $100k | 1.2k | 85.62 |
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