Charles Schwab Corporation shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Elmwood 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 |
---|---|---|---|
2023-12-31 | $1.1M | 16k | 68.80 |
2023-09-30 | $886k | 16k | 54.90 |
2023-06-30 | $873k | 15k | 56.68 |
2023-03-31 | $804k | 15k | 52.38 |
2022-12-31 | $1.1M | 13k | 83.26 |
2022-09-30 | $875k | 12k | 71.86 |
2022-06-30 | $768k | 12k | 63.17 |
2022-03-31 | $1.0M | 12k | 84.34 |
2021-12-31 | $986k | 12k | 84.12 |
2021-06-30 | $803k | 11k | 72.79 |
2021-03-31 | $728k | 11k | 65.17 |
2020-09-30 | $323k | 9.6k | 33.73 |
2020-06-30 | $323k | 9.6k | 33.73 |
2020-03-31 | $1.3M | 25k | 52.22 |
2019-12-31 | $462k | 9.7k | 47.58 |
2019-09-30 | $452k | 11k | 41.86 |
2019-06-30 | $503k | 13k | 40.16 |
2019-03-31 | $636k | 15k | 42.76 |
2018-12-31 | $621k | 15k | 41.52 |
2018-09-30 | $1.2M | 25k | 49.15 |
2018-06-30 | $1.3M | 25k | 51.10 |
2018-03-31 | $1.3M | 25k | 52.22 |