Charles Schwab Corporation shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Alliance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $414k | 5.7k | 72.34 |
2023-12-31 | $403k | 5.9k | 68.80 |
2023-09-30 | $336k | 6.1k | 54.90 |
2023-06-30 | $347k | 6.1k | 56.68 |
2023-03-31 | $259k | 4.9k | 52.38 |
2022-12-31 | $238k | 2.9k | 83.26 |
2022-09-30 | $206k | 2.9k | 72.03 |