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
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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 |