Charles Schwab Corporation shares owned by HFI Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HFI Wealth Management
from 13F filings
Historical chart of HFI Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HFI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-03-31 | $25k | 900 | 27.78 |
| 2015-12-31 | $30k | 900 | 33.33 |
| 2015-09-30 | $26k | 900 | 28.89 |
| 2015-06-30 | $29k | 900 | 32.22 |
| 2015-03-31 | $27k | 900 | 30.00 |
| 2014-12-31 | $27k | 900 | 30.00 |
| 2014-09-30 | $26k | 900 | 28.89 |
| 2014-06-30 | $24k | 900 | 26.67 |
| 2014-03-31 | $25k | 900 | 27.78 |
| 2013-12-31 | $115k | 4.4k | 25.99 |
| 2013-06-30 | $66k | 3.1k | 21.21 |