Charles Schwab Corporation shares owned by Advisor Resource Council
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advisor Resource Council
from 13F filings
Historical chart of Advisor Resource Council investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Advisor Resource Council
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 4.8k | 64.81 |
| 2023-12-31 | $495k | 7.2k | 68.80 |
| 2023-03-31 | $1.3M | 26k | 51.71 |
| 2022-06-30 | $348k | 5.5k | 63.07 |
| 2021-12-31 | $435k | 5.2k | 84.19 |
| 2021-06-30 | $342k | 342 | 1000.00 |