Charles Schwab Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21k | 292 | 72.41 |
| 2023-12-31 | $24k | 289 | 83.23 |
| 2023-09-30 | $16k | 290 | 54.92 |
| 2023-06-30 | $17k | 304 | 56.68 |
| 2023-03-31 | $15k | 280 | 52.33 |
| 2022-12-31 | $24k | 289 | 83.23 |
| 2022-09-30 | $19k | 262 | 71.92 |
| 2022-06-30 | $17k | 261 | 63.27 |
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