Charles Schwab Corporation shares owned by Homrich Berg
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Homrich Berg
from 13F filings
Historical chart of Homrich Berg investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Homrich Berg consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $226k | 3.1k | 73.00 |
2021-06-30 | $225k | 3.1k | 72.67 |
2021-03-31 | $259k | 4.0k | 65.19 |
2020-12-31 | $276k | 5.2k | 53.06 |
2020-03-31 | $202k | 6.0k | 33.62 |
2019-12-31 | $400k | 8.4k | 47.59 |
2018-09-30 | $206k | 4.2k | 49.24 |
2018-03-31 | $243k | 4.7k | 52.17 |
2017-12-31 | $231k | 4.5k | 51.28 |