Charles Schwab Corporation shares owned by Connectus Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Connectus Wealth 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 Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $394k | 7.2k | 54.90 |
| 2023-06-30 | $403k | 7.1k | 56.68 |
| 2023-03-31 | $3.6M | 70k | 52.38 |
| 2022-12-31 | $5.3M | 64k | 83.26 |
| 2022-09-30 | $4.4M | 61k | 71.84 |
| 2022-06-30 | $442k | 7.0k | 63.12 |
| 2021-12-31 | $1.7M | 20k | 84.12 |