Charles Schwab Corporation shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 42k | 70.91 |
| 2024-06-30 | $2.1M | 28k | 74.53 |
| 2024-03-31 | $15M | 203k | 72.37 |
More positions owned by Diversify Advisory Services
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