Charles Schwab Corporation shares owned by CWM Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.6M | 24k | 68.80 |
2023-09-30 | $1.3M | 24k | 54.90 |
2023-06-30 | $973k | 17k | 56.68 |
2023-03-31 | $381k | 7.3k | 52.38 |
2022-12-31 | $342k | 4.1k | 83.26 |
2022-09-30 | $291k | 4.0k | 71.89 |