Charles Schwab Corporation shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 24k | 72.34 |
| 2023-12-31 | $2.5M | 37k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $1.8M | 32k | 56.68 |
| 2023-03-31 | $1.7M | 32k | 52.38 |
| 2022-12-31 | $2.2M | 26k | 83.26 |
| 2022-09-30 | $1.9M | 26k | 71.88 |
| 2022-03-31 | $1.5M | 18k | 84.32 |
| 2018-09-30 | $627k | 13k | 49.15 |
| 2018-06-30 | $598k | 12k | 51.13 |