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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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All positions including Charles Schwab Corporation held by Hennion & Walsh Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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