Charles Schwab Corporation shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 7.9k | 64.81 |
| 2024-06-30 | $581k | 7.9k | 73.69 |
| 2024-03-31 | $585k | 8.1k | 72.34 |
| 2023-12-31 | $570k | 8.3k | 68.80 |
| 2023-09-30 | $463k | 8.4k | 54.90 |
| 2023-06-30 | $486k | 8.6k | 56.68 |
| 2023-03-31 | $448k | 8.5k | 52.38 |
| 2022-12-31 | $715k | 8.6k | 83.26 |
| 2022-09-30 | $644k | 9.0k | 71.92 |
| 2022-06-30 | $566k | 9.0k | 63.23 |
| 2022-03-31 | $755k | 9.0k | 84.36 |
| 2021-12-31 | $803k | 9.6k | 84.06 |
| 2021-09-30 | $701k | 9.6k | 72.82 |
| 2021-06-30 | $470k | 6.5k | 72.81 |
| 2021-03-31 | $421k | 6.5k | 65.24 |
| 2020-12-31 | $351k | 6.6k | 52.98 |
| 2020-09-30 | $237k | 6.5k | 36.26 |
| 2020-06-30 | $220k | 6.5k | 33.67 |
| 2020-03-31 | $254k | 7.6k | 33.58 |
| 2019-12-31 | $360k | 7.6k | 47.61 |
More positions owned by Concentric Wealth Management
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