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Charles Schwab Corporation shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Charles Schwab Corporation

2019202020212022202320242025050k100k150k0100020003000
Value ($)Share countHistorical SCHW position of Heritage Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Charles Schwab Corporation held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $85k 1.3k 64.80
2024-06-30 $118k 1.6k 73.68
2024-03-31 $6.5k 246 26.26
2023-12-31 $42k 612 68.83
2023-09-30 $32k 584 54.91
2023-06-30 $57k 1.0k 56.68
2023-03-31 $78k 1.5k 52.36
2022-12-31 $111k 1.3k 83.26
2021-09-30 $7.5k 103 72.84
2021-06-30 $7.5k 103 72.81
2021-03-31 $181k 2.8k 65.18
2020-12-31 $148k 2.8k 53.18
2020-09-30 $3.7k 103 36.23
2019-03-31 $7.4k 173 42.76
2018-12-31 $7.0k 173 40.46
2018-09-30 $8.0k 173 46.24