Charles Schwab Corporation shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $166k | 3.2k | 52.04 |
2023-06-30 | $194k | 3.4k | 56.68 |
2023-03-31 | $177k | 3.4k | 52.39 |
2022-12-31 | $257k | 3.1k | 83.26 |
2022-09-30 | $222k | 3.1k | 71.96 |
2022-06-30 | $197k | 3.1k | 63.16 |
2022-03-31 | $258k | 3.1k | 84.29 |
2021-12-31 | $266k | 3.2k | 84.15 |
2021-09-30 | $252k | 3.5k | 72.94 |
2021-06-30 | $330k | 4.5k | 72.93 |
2021-03-31 | $294k | 4.5k | 65.12 |
2020-12-31 | $345k | 6.5k | 53.00 |
2020-09-30 | $227k | 6.3k | 36.15 |
2020-06-30 | $145k | 4.3k | 33.63 |
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