Charles Schwab Corporation shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $285k | 3.8k | 75.75 |
| 2024-06-30 | $249k | 3.7k | 66.60 |
| 2024-03-31 | $276k | 3.7k | 73.96 |
| 2023-12-31 | $232k | 3.7k | 62.38 |
| 2023-09-30 | $203k | 3.7k | 54.91 |
| 2023-06-30 | $213k | 3.7k | 57.83 |
| 2022-12-31 | $227k | 2.7k | 83.25 |
| 2022-03-31 | $236k | 2.8k | 84.41 |
| 2021-12-31 | $231k | 2.8k | 83.91 |