Charles Schwab Corporation shares owned by Financial Partners Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Financial Partners 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 Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.9M | 26k | 73.69 |
| 2024-03-31 | $2.5M | 35k | 72.34 |
| 2023-12-31 | $2.5M | 36k | 68.80 |
| 2023-09-30 | $2.0M | 36k | 54.90 |
| 2023-06-30 | $2.1M | 38k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.7M | 21k | 83.26 |