Charles Schwab Corporation shares owned by Advisory Alpha
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Advisory Alpha
from 13F filings
Historical chart of Advisory Alpha investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Advisory Alpha consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Advisory Alpha
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $363k | 5.6k | 64.82 |
2024-06-30 | $412k | 5.6k | 73.69 |
2024-03-31 | $370k | 5.1k | 72.35 |
2023-12-31 | $262k | 3.8k | 68.80 |
2020-03-31 | $11k | 315 | 35.64 |
2019-12-31 | $37k | 770 | 48.02 |
2019-09-30 | $34k | 948 | 35.67 |
2019-03-31 | $2.5k | 55 | 45.82 |