Charles Schwab Corporation shares owned by Evoke Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $396k | 5.8k | 68.81 |
| 2023-09-30 | $299k | 5.4k | 54.90 |
| 2023-06-30 | $295k | 5.2k | 56.68 |
| 2023-03-31 | $267k | 5.1k | 52.38 |
| 2022-12-31 | $230k | 2.8k | 83.25 |
| 2022-09-30 | $193k | 2.7k | 71.93 |
| 2022-06-30 | $165k | 2.6k | 63.19 |
| 2022-03-31 | $228k | 2.7k | 84.41 |
| 2021-12-31 | $213k | 2.5k | 83.99 |
| 2021-09-30 | $148k | 2.0k | 72.69 |
| 2021-06-30 | $156k | 2.1k | 72.59 |
| 2021-03-31 | $141k | 2.2k | 64.98 |
| 2020-12-31 | $270k | 5.1k | 53.09 |
| 2020-09-30 | $178k | 4.9k | 36.23 |
| 2020-06-30 | $166k | 4.9k | 33.74 |
| 2020-03-31 | $169k | 5.0k | 33.62 |
| 2019-12-31 | $243k | 5.1k | 47.56 |
| 2019-09-30 | $212k | 5.1k | 41.84 |