Founders Financial Alliance »

Charles Schwab Corporation shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $128k 1.9k 68.81
2022-06-30 $971k 15k 63.20
2021-03-31 $72k 1.0k 71.43
2020-09-30 $3.6k 101 35.71