Charles Schwab Corporation shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 153k | 68.80 |
| 2023-09-30 | $855k | 16k | 54.90 |
| 2022-06-30 | $16k | 259 | 61.78 |
| 2022-03-31 | $21k | 255 | 82.35 |
| 2021-12-31 | $0 | 9 | 0.00 |
| 2020-12-31 | $0 | 5 | 0.00 |