Charles Schwab Corporation shares owned by Buttonwood Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Buttonwood Financial Advisors
from 13F filings
Historical chart of Buttonwood Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Buttonwood Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 45k | 64.81 |
| 2024-06-30 | $3.2M | 43k | 73.69 |
| 2024-03-31 | $3.2M | 44k | 72.34 |
| 2023-12-31 | $2.5M | 36k | 68.80 |
| 2023-09-30 | $1.9M | 34k | 54.90 |
| 2023-06-30 | $1.8M | 32k | 56.68 |
| 2023-03-31 | $395k | 7.5k | 52.38 |
| 2022-12-31 | $285k | 3.4k | 83.26 |
| 2022-09-30 | $217k | 2.9k | 74.09 |
More positions owned by Buttonwood Financial Advisors
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