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Charles Schwab Corporation shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in Charles Schwab Corporation

20182019202020212022202320240100k200k300k0200040006000
Value ($)Share countHistorical SCHW position of Icon Wealth Partners Source: stockzoa.comValue ($)Share count

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All positions including Charles Schwab Corporation held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $316k 5.8k 54.90
2023-06-30 $353k 6.2k 56.68
2023-03-31 $346k 6.6k 52.38
2019-03-31 $5.0k 120 41.67
2018-06-30 $10k 189 52.91
2017-12-31 $51k 993 51.36