Charles Schwab Corporation shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 31k | 74.01 |
| 2024-09-30 | $2.1M | 32k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 73.69 |
| 2024-03-31 | $1.9M | 27k | 72.34 |
| 2023-12-31 | $2.2M | 32k | 68.80 |
| 2023-09-30 | $1.6M | 30k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2023-03-31 | $240k | 4.6k | 52.38 |
| 2019-09-30 | $13k | 320 | 40.62 |
| 2019-06-30 | $14k | 320 | 43.75 |
| 2019-03-31 | $14k | 320 | 43.75 |
| 2018-12-31 | $12k | 296 | 40.54 |
More positions owned by Capital Investment Advisory Services
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