Charles Schwab Corporation shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $520k | 8.0k | 64.81 |
| 2024-06-30 | $598k | 8.1k | 73.69 |
| 2024-03-31 | $566k | 7.8k | 72.34 |
| 2023-12-31 | $492k | 7.1k | 68.80 |
| 2023-09-30 | $399k | 7.3k | 54.90 |
| 2023-06-30 | $425k | 7.2k | 58.64 |
| 2023-03-31 | $223k | 4.3k | 52.38 |
| 2022-12-31 | $287k | 3.4k | 83.27 |
| 2022-09-30 | $253k | 3.4k | 74.24 |
| 2022-06-30 | $301k | 4.8k | 63.21 |
| 2022-03-31 | $379k | 4.5k | 84.39 |
| 2021-12-31 | $367k | 4.4k | 84.21 |
| 2021-09-30 | $310k | 4.3k | 72.94 |
| 2021-06-30 | $327k | 4.5k | 72.81 |
| 2021-03-31 | $289k | 4.4k | 65.19 |
| 2020-12-31 | $227k | 4.3k | 53.05 |
| 2019-12-31 | $201k | 4.2k | 47.64 |