Charles Schwab Corporation shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $703k | 9.5k | 74.01 |
| 2024-09-30 | $629k | 9.7k | 64.81 |
| 2024-06-30 | $707k | 9.6k | 73.69 |
| 2024-03-31 | $664k | 9.2k | 72.34 |
| 2023-12-31 | $627k | 9.1k | 68.80 |
| 2023-09-30 | $502k | 9.2k | 54.90 |
| 2023-06-30 | $310k | 5.5k | 56.68 |
| 2023-03-31 | $305k | 5.8k | 52.38 |
| 2022-12-31 | $288k | 3.5k | 83.26 |
| 2022-03-31 | $205k | 2.4k | 84.22 |
| 2021-12-31 | $213k | 2.5k | 83.96 |
| 2021-09-30 | $220k | 3.0k | 72.78 |
More positions owned by Aurum Wealth Management Group
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