Charles Schwab Corporation shares owned by Hennion & Walsh Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hennion & Walsh Asset Management
from 13F filings
Historical chart of Hennion & Walsh Asset Management investment in Charles Schwab Corporation
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Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Hennion & Walsh Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.4M | 52k | 64.81 |
2024-06-30 | $2.5M | 34k | 73.69 |
2024-03-31 | $2.2M | 30k | 72.34 |
2023-12-31 | $1.3M | 19k | 68.80 |
2023-09-30 | $1.6M | 29k | 54.90 |
2023-06-30 | $1.1M | 20k | 56.68 |
2023-03-31 | $1.9M | 37k | 52.38 |
2022-12-31 | $2.8M | 34k | 83.27 |
2022-09-30 | $4.2M | 59k | 71.87 |
2022-06-30 | $3.8M | 61k | 63.18 |
2022-03-31 | $5.1M | 61k | 84.32 |
2021-12-31 | $4.8M | 57k | 84.10 |
2021-09-30 | $2.9M | 39k | 72.83 |
2021-06-30 | $2.5M | 35k | 72.81 |
2021-03-31 | $1.2M | 18k | 65.18 |
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