Charles Schwab Corporation shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $217k | 3.4k | 64.82 |
| 2024-06-30 | $247k | 3.4k | 73.70 |
| 2024-03-31 | $242k | 3.4k | 72.33 |
| 2023-12-31 | $234k | 3.4k | 68.80 |
| 2022-12-31 | $260k | 4.0k | 65.29 |
| 2022-09-30 | $252k | 3.5k | 71.77 |
| 2022-06-30 | $216k | 3.4k | 63.29 |
| 2022-03-31 | $288k | 3.4k | 84.19 |
| 2021-12-31 | $287k | 3.4k | 84.19 |
| 2021-06-30 | $251k | 3.4k | 72.92 |
| 2021-03-31 | $260k | 4.0k | 65.29 |
| 2020-12-31 | $208k | 3.9k | 52.98 |