Charles Schwab Corporation shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.0M | 18k | 56.68 |
| 2023-03-31 | $929k | 18k | 52.38 |
| 2022-12-31 | $1.5M | 19k | 83.25 |
| 2022-09-30 | $1.3M | 18k | 71.87 |
| 2022-06-30 | $1.9M | 29k | 63.19 |
| 2022-03-31 | $2.5M | 29k | 84.30 |
| 2021-12-31 | $2.5M | 29k | 84.09 |
| 2021-09-30 | $2.1M | 29k | 72.85 |
| 2021-06-30 | $2.1M | 29k | 72.80 |
| 2021-03-31 | $1.9M | 30k | 65.19 |
| 2020-12-31 | $1.6M | 30k | 53.03 |
| 2020-09-30 | $889k | 25k | 36.21 |
| 2020-06-30 | $837k | 25k | 33.75 |
| 2020-03-31 | $834k | 25k | 33.63 |