Charles Schwab Corporation shares owned by Hohimer Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hohimer Wealth Management
from 13F filings
Historical chart of Hohimer Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Hohimer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 48k | 68.80 |
| 2023-09-30 | $2.7M | 49k | 54.90 |
| 2023-06-30 | $2.8M | 49k | 56.68 |
| 2023-03-31 | $2.7M | 51k | 52.38 |
| 2022-12-31 | $4.4M | 53k | 83.26 |
| 2022-09-30 | $3.9M | 55k | 71.86 |
| 2022-06-30 | $3.4M | 54k | 63.19 |
| 2022-03-31 | $5.7M | 67k | 84.31 |
| 2021-12-31 | $5.5M | 66k | 84.10 |
| 2021-09-30 | $5.7M | 78k | 72.84 |
| 2021-06-30 | $5.8M | 80k | 72.80 |
| 2021-03-31 | $5.0M | 77k | 65.18 |
| 2020-12-31 | $3.9M | 73k | 53.04 |
| 2020-09-30 | $3.2M | 82k | 38.89 |
| 2020-06-30 | $2.6M | 77k | 33.74 |
| 2020-03-31 | $2.1M | 57k | 36.85 |
| 2019-12-31 | $2.5M | 54k | 47.57 |