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Charles Schwab Corporation shares owned by Frisch Financial Group

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

Historical chart of Frisch Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Frisch Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 16k 64.84
2024-06-30 $1.2M 16k 73.66
2024-03-31 $1.2M 17k 72.37
2023-12-31 $1.7M 25k 68.81
2023-09-30 $1.9M 34k 54.90
2023-06-30 $1.5M 27k 56.68
2023-03-31 $1.4M 27k 52.39
2022-12-31 $2.2M 27k 83.25
2022-09-30 $1.9M 26k 71.88
2022-06-30 $1.6M 26k 63.19
2022-03-31 $1.4M 17k 84.32
2021-12-31 $1.4M 26k 55.22
2021-09-30 $1.9M 26k 72.82
2021-06-30 $1.9M 26k 72.82
2021-03-31 $1.7M 26k 65.19
2020-12-31 $674k 13k 53.01