Charles Schwab Corporation shares owned by Carson Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $485k | 6.6k | 74.01 |
| 2024-09-30 | $425k | 6.6k | 64.81 |
| 2024-06-30 | $495k | 6.7k | 73.69 |
| 2024-03-31 | $664k | 9.2k | 72.34 |
| 2023-12-31 | $676k | 9.8k | 68.80 |
| 2023-09-30 | $539k | 9.8k | 54.90 |
| 2023-06-30 | $557k | 9.8k | 56.68 |
| 2022-12-31 | $317k | 3.8k | 83.26 |
| 2022-09-30 | $273k | 3.8k | 71.79 |
| 2022-06-30 | $240k | 3.8k | 63.11 |
| 2022-03-31 | $321k | 3.8k | 84.41 |
| 2021-12-31 | $320k | 3.8k | 84.14 |