Charles Schwab Corporation shares owned by Guidant Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Guidant Wealth Advisors
from 13F filings
Historical chart of Guidant Wealth Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Guidant Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Guidant Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-09-30 | $13k | 305 | 42.62 |
| 2019-06-30 | $12k | 305 | 39.34 |
| 2019-03-31 | $13k | 304 | 42.76 |
| 2018-12-31 | $8.0k | 200 | 40.00 |
| 2018-09-30 | $9.0k | 200 | 45.00 |
| 2018-06-30 | $11k | 230 | 47.83 |
| 2018-03-31 | $10k | 200 | 50.00 |
| 2017-12-31 | $10k | 200 | 50.00 |
| 2017-09-30 | $9.0k | 200 | 45.00 |
| 2017-06-30 | $8.0k | 200 | 40.00 |
| 2017-03-31 | $7.0k | 200 | 35.00 |
| 2016-12-31 | $8.0k | 200 | 40.00 |
| 2016-09-30 | $6.0k | 200 | 30.00 |