Charles Schwab Corporation shares owned by Continuum Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 23k | 68.82 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.4M | 25k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.5M | 18k | 83.26 |
| 2022-09-30 | $1.3M | 17k | 71.86 |
| 2022-06-30 | $802k | 13k | 63.18 |
| 2022-03-31 | $273k | 4.1k | 66.39 |