Charles Schwab Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $442k | 6.8k | 64.81 |
| 2024-06-30 | $499k | 6.8k | 73.20 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management