Charles Schwab Corporation shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by IAG Wealth Partners 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $52k | 705 | 74.01 |
| 2024-09-30 | $46k | 705 | 64.81 |
| 2024-06-30 | $62k | 843 | 73.69 |
| 2024-03-31 | $61k | 843 | 72.34 |
| 2023-12-31 | $26k | 370 | 68.80 |
| 2023-09-30 | $20k | 370 | 54.90 |
| 2023-06-30 | $21k | 370 | 56.68 |
| 2023-03-31 | $19k | 370 | 52.38 |
| 2022-12-31 | $31k | 370 | 83.26 |
| 2022-09-30 | $36k | 495 | 72.73 |