Charles Schwab Corporation shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.4M | 33k | 73.69 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $1.7M | 25k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $3.1M | 55k | 56.68 |
| 2023-03-31 | $667k | 13k | 52.38 |
| 2022-09-30 | $1.2M | 17k | 71.91 |
| 2022-06-30 | $1.0M | 16k | 63.22 |
| 2022-03-31 | $652k | 7.7k | 84.37 |
| 2021-12-31 | $386k | 4.6k | 84.19 |
| 2021-09-30 | $506k | 7.0k | 72.80 |
| 2021-06-30 | $271k | 3.7k | 72.85 |
| 2021-03-31 | $221k | 3.4k | 65.25 |
| 2020-12-31 | $210k | 4.0k | 53.04 |
| 2020-06-30 | $221k | 6.6k | 33.68 |
| 2020-03-31 | $305k | 9.1k | 33.65 |
| 2019-12-31 | $433k | 9.1k | 47.60 |
| 2019-09-30 | $403k | 9.6k | 41.84 |
| 2019-06-30 | $354k | 8.8k | 40.24 |
| 2019-03-31 | $300k | 7.0k | 42.81 |
| 2018-12-31 | $499k | 12k | 41.52 |
| 2018-09-30 | $883k | 25k | 35.59 |
| 2018-06-30 | $927k | 26k | 36.14 |
| 2018-03-31 | $879k | 17k | 50.44 |
| 2017-12-31 | $928k | 18k | 52.26 |
| 2017-09-30 | $775k | 17k | 45.43 |
| 2017-06-30 | $618k | 14k | 43.64 |
| 2017-03-31 | $492k | 13k | 39.48 |
| 2016-12-31 | $233k | 5.6k | 41.39 |
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