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Charles Schwab Corporation shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 16k 73.69
2024-03-31 $1.1M 15k 72.34
2023-12-31 $1.0M 15k 68.80
2023-09-30 $1.1M 20k 54.90
2023-06-30 $1.1M 20k 56.68
2023-03-31 $993k 19k 52.38