SCHW shares owned by Advisory Alpha - Historical positions on stockzoa.com
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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

20192020202120222023202420250100k200k300k400k0200040006000
Value ($)Share countHistorical SCHW position of Advisory Alpha Source: stockzoa.comValue ($)Share count

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All positions including Charles Schwab Corporation held by Advisory Alpha consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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