Charles Schwab Corporation shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $638k | 9.8k | 64.81 |
2024-06-30 | $688k | 9.3k | 73.69 |
2024-03-31 | $672k | 9.3k | 72.34 |
2023-12-31 | $727k | 11k | 68.80 |
2023-09-30 | $607k | 11k | 54.90 |
2023-06-30 | $542k | 9.6k | 56.68 |
2023-03-31 | $516k | 9.9k | 52.38 |
2022-09-30 | $697k | 9.7k | 71.86 |
2022-06-30 | $611k | 9.7k | 63.20 |