Charles Schwab Corporation shares owned by BIP Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP Wealth investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by BIP Wealth 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 |
---|---|---|---|
2024-09-30 | $1.2M | 18k | 64.81 |
2024-06-30 | $1.3M | 18k | 73.69 |
2024-03-31 | $1.3M | 18k | 72.34 |
2023-12-31 | $1.2M | 18k | 68.80 |
2023-09-30 | $992k | 18k | 54.90 |
2023-06-30 | $1.0M | 18k | 56.68 |
2023-03-31 | $947k | 18k | 52.38 |