Charles Schwab Corporation shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $130k | 2.0k | 64.81 |
| 2024-06-30 | $71k | 967 | 73.69 |
| 2024-03-31 | $209k | 2.9k | 72.34 |
| 2023-12-31 | $239k | 3.5k | 68.80 |
| 2023-09-30 | $263k | 4.8k | 54.90 |
| 2023-06-30 | $104k | 1.8k | 56.68 |
| 2023-03-31 | $80k | 1.5k | 52.38 |
| 2022-12-31 | $120k | 1.4k | 83.27 |
| 2022-06-30 | $114k | 1.8k | 63.05 |
| 2022-03-31 | $135k | 1.6k | 84.11 |
| 2021-12-31 | $142k | 1.7k | 84.02 |
| 2021-09-30 | $111k | 1.5k | 73.07 |
| 2021-06-30 | $119k | 1.6k | 72.52 |
| 2021-03-31 | $108k | 1.7k | 65.41 |
| 2020-12-31 | $76k | 1.4k | 52.85 |