Charles Schwab Corporation shares owned by Beta Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $511k | 6.9k | 74.01 |
| 2024-09-30 | $447k | 6.9k | 64.81 |
| 2024-06-30 | $472k | 6.4k | 73.69 |
| 2024-03-31 | $449k | 6.2k | 72.35 |
| 2023-06-30 | $278k | 4.9k | 56.68 |
| 2023-03-31 | $225k | 4.3k | 52.38 |
| 2022-12-31 | $341k | 4.1k | 83.26 |
| 2022-09-30 | $273k | 3.8k | 71.84 |
| 2022-06-30 | $221k | 3.5k | 63.14 |
| 2022-03-31 | $270k | 3.2k | 84.38 |