Charles Schwab Corporation shares owned by Capital A Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital A Wealth Management
from 13F filings
Historical chart of Capital A Wealth Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Capital A Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $429k | 5.5k | 78.28 |
| 2024-12-31 | $406k | 5.5k | 74.01 |
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