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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Diversified Investment Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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