Charles Schwab Corporation shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $402k | 6.2k | 64.81 |
| 2024-06-30 | $457k | 6.2k | 73.69 |
| 2024-03-31 | $449k | 6.2k | 72.34 |
| 2023-09-30 | $329k | 6.0k | 54.90 |
| 2023-06-30 | $340k | 6.0k | 56.68 |
| 2023-03-31 | $210k | 4.0k | 52.38 |
| 2022-12-31 | $333k | 4.0k | 83.26 |
| 2022-09-30 | $287k | 4.0k | 71.75 |
| 2022-06-30 | $253k | 4.0k | 63.25 |
| 2022-03-31 | $337k | 4.0k | 84.25 |
| 2021-12-31 | $336k | 4.0k | 84.00 |
| 2021-09-30 | $291k | 4.0k | 72.75 |
| 2021-06-30 | $291k | 4.0k | 72.75 |
| 2021-03-31 | $280k | 4.0k | 70.00 |
| 2020-12-31 | $9.0k | 167 | 53.89 |