Charles Schwab Corporation shares owned by Financial Architects
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Architects
from 13F filings
Historical chart of Financial Architects investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Financial Architects consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Financial Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $348k | 6.1k | 56.68 |
| 2023-03-31 | $331k | 6.3k | 52.38 |
| 2022-12-31 | $239k | 2.9k | 83.26 |
| 2022-09-30 | $206k | 2.9k | 71.70 |
| 2022-03-31 | $240k | 2.8k | 84.48 |
| 2021-12-31 | $244k | 2.9k | 84.05 |
| 2021-09-30 | $252k | 3.5k | 72.90 |
| 2021-06-30 | $254k | 3.5k | 72.88 |
| 2021-03-31 | $227k | 3.5k | 65.14 |
| 2020-06-30 | $123k | 3.7k | 33.62 |
| 2020-03-31 | $112k | 3.3k | 33.65 |
| 2019-12-31 | $168k | 3.5k | 47.62 |
| 2019-09-30 | $139k | 3.3k | 41.77 |
| 2019-06-30 | $134k | 3.3k | 40.26 |
| 2019-03-31 | $115k | 2.7k | 42.59 |
| 2018-12-31 | $199k | 4.5k | 44.44 |
| 2018-09-30 | $164k | 3.3k | 49.28 |
| 2018-06-30 | $194k | 3.8k | 51.13 |
| 2018-03-31 | $249k | 4.8k | 52.31 |
| 2017-12-31 | $365k | 7.0k | 52.37 |
| 2017-09-30 | $121k | 2.8k | 43.78 |
| 2017-06-30 | $191k | 4.4k | 43.02 |
| 2017-03-31 | $331k | 8.1k | 40.89 |
| 2016-12-31 | $161k | 4.1k | 39.36 |
| 2016-09-30 | $132k | 4.2k | 31.67 |
| 2016-06-30 | $95k | 3.8k | 25.21 |
| 2016-03-31 | $106k | 3.8k | 28.13 |
| 2015-06-30 | $26k | 796 | 32.66 |
| 2015-03-31 | $24k | 796 | 30.15 |
| 2014-12-31 | $24k | 796 | 30.15 |
| 2014-09-30 | $23k | 770 | 29.87 |
| 2014-06-30 | $21k | 770 | 27.27 |
| 2013-03-31 | $48k | 2.7k | 17.88 |
| 2012-12-31 | $5.0k | 320 | 15.62 |
| 2012-06-30 | $4.0k | 240 | 16.67 |
| 2011-06-30 | $5.0k | 300 | 16.67 |
| 2011-03-31 | $5.0k | 300 | 16.67 |