Charles Schwab Corporation shares owned by Centurion Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Centurion Wealth Management
from 13F filings
Historical chart of Centurion Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Centurion Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Centurion Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $462k | 7.1k | 64.81 |
2024-03-31 | $446k | 6.2k | 72.34 |
2023-12-31 | $479k | 7.0k | 68.80 |
2023-09-30 | $350k | 6.4k | 54.90 |
2023-06-30 | $323k | 5.7k | 56.68 |
2023-03-31 | $287k | 5.5k | 52.38 |
2022-12-31 | $463k | 5.6k | 83.25 |
More positions owned by Centurion Wealth Management
View all positions for Centurion Wealth Management