Charles Schwab Corporation shares owned by HF Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HF Advisory Group
from 13F filings
Historical chart of HF Advisory Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by HF Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by HF Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 37k | 64.81 |
| 2024-06-30 | $2.2M | 30k | 73.69 |
| 2024-03-31 | $2.7M | 37k | 72.34 |
| 2023-12-31 | $2.1M | 31k | 68.80 |
| 2023-09-30 | $1.4M | 24k | 56.39 |
| 2023-06-30 | $1.1M | 19k | 56.68 |
| 2023-03-31 | $599k | 11k | 52.38 |
| 2022-12-31 | $764k | 9.2k | 83.26 |