Charles Schwab Corporation shares owned by Fortis Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $55k | 1.0k | 54.90 |
2023-06-30 | $57k | 1.0k | 56.68 |
2023-03-31 | $52k | 1.0k | 52.38 |
2022-12-31 | $83k | 1.0k | 83.26 |
2022-09-30 | $72k | 1.0k | 72.00 |
2022-06-30 | $63k | 1.0k | 63.00 |
2022-03-31 | $84k | 1.0k | 84.00 |
2021-12-31 | $84k | 1.0k | 84.00 |
2021-09-30 | $91k | 1.3k | 72.80 |
2021-06-30 | $91k | 1.3k | 72.80 |
2021-03-31 | $163k | 2.5k | 65.20 |
2020-12-31 | $159k | 3.0k | 53.00 |
2020-09-30 | $109k | 3.0k | 36.33 |
2020-06-30 | $135k | 4.0k | 33.75 |
2020-03-31 | $255k | 7.6k | 33.65 |
2019-12-31 | $360k | 7.6k | 47.51 |
2019-09-30 | $317k | 7.6k | 41.84 |
2019-06-30 | $305k | 7.6k | 40.25 |
2019-03-31 | $324k | 7.6k | 42.76 |
2018-12-31 | $315k | 7.6k | 41.57 |
2018-09-30 | $372k | 7.6k | 49.10 |
2018-06-30 | $387k | 7.6k | 51.08 |
2018-03-31 | $396k | 7.6k | 52.26 |
2017-12-31 | $389k | 7.6k | 51.34 |
2017-09-30 | $331k | 7.6k | 43.68 |
2017-06-30 | $326k | 7.6k | 43.02 |
2017-03-31 | $309k | 7.6k | 40.78 |
2016-12-31 | $307k | 7.8k | 39.60 |