Charles Schwab Corporation shares owned by Financial Advisory Corp
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Advisory Corp
from 13F filings
Historical chart of Financial Advisory Corp investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $392k | 5.3k | 74.10 |
| 2024-09-30 | $428k | 6.6k | 64.76 |
| 2024-06-30 | $751k | 10k | 73.74 |
| 2024-03-31 | $730k | 10k | 72.33 |
| 2023-12-31 | $739k | 11k | 68.81 |
| 2023-09-30 | $284k | 5.2k | 54.99 |
| 2022-12-31 | $385k | 4.6k | 83.17 |
| 2022-09-30 | $337k | 4.7k | 71.82 |
| 2022-06-30 | $247k | 3.9k | 63.06 |