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Charles Schwab Corporation shares owned by Financial Connections Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Connections Group from 13F filings

Historical chart of Financial Connections Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Financial Connections Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Financial Connections Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18k 271 66.42
2023-06-30 $25k 447 55.93
2023-03-31 $40k 782 51.15
2022-12-31 $65k 782 83.12
2022-09-30 $32k 447 71.59
2022-06-30 $28k 447 62.64
2022-03-31 $37k 447 82.77
2021-12-31 $37k 447 82.77