Charles Schwab Corporation shares owned by Cetera Trust Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cetera Trust Company
from 13F filings
Historical chart of Cetera Trust Company investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Cetera Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Cetera Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 35k | 72.34 |
| 2023-12-31 | $2.4M | 35k | 68.80 |