Charles Schwab Corporation shares owned by Diversified Investment Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Diversified Investment Strategies
from 13F filings
Historical chart of Diversified Investment Strategies investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Diversified Investment Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Diversified Investment Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 24k | 72.34 |
2023-12-31 | $1.7M | 25k | 68.80 |
2023-09-30 | $1.4M | 25k | 54.90 |
2023-06-30 | $1.4M | 25k | 56.68 |
2023-03-31 | $1.3M | 25k | 52.38 |
2022-12-31 | $1.6M | 20k | 83.26 |
2022-09-30 | $1.4M | 20k | 71.87 |
2022-06-30 | $1.2M | 19k | 63.20 |
2022-03-31 | $1.4M | 16k | 84.29 |
2021-12-31 | $1.4M | 16k | 84.10 |
2021-09-30 | $1.2M | 16k | 72.86 |
2021-06-30 | $1.2M | 16k | 72.80 |
2021-03-31 | $1.1M | 16k | 65.17 |
2020-12-31 | $977k | 17k | 59.03 |
2020-09-30 | $242k | 6.7k | 36.25 |
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