Charles Schwab Corporation shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 87k | 64.81 |
| 2024-06-30 | $7.6M | 103k | 73.69 |
| 2024-03-31 | $8.3M | 115k | 72.34 |
| 2023-12-31 | $6.7M | 97k | 68.80 |
| 2023-09-30 | $5.5M | 104k | 52.77 |
| 2023-06-30 | $4.9M | 87k | 56.68 |
| 2023-03-31 | $3.5M | 67k | 52.38 |
| 2022-12-31 | $5.1M | 61k | 83.26 |
| 2022-09-30 | $271k | 3.8k | 71.88 |
| 2022-06-30 | $264k | 4.2k | 63.28 |
| 2020-09-30 | $42k | 1.1k | 36.55 |
More positions owned by Cary Street Partner Investment Advisory
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