Charles Schwab Corporation shares owned by Insigneo Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Insigneo Advisory Services
from 13F filings
Historical chart of Insigneo Advisory Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Insigneo Advisory Services 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 Insigneo Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 20k | 68.80 |
| 2023-09-30 | $790k | 14k | 54.90 |
| 2023-06-30 | $860k | 15k | 56.68 |
| 2023-03-31 | $596k | 11k | 52.42 |
| 2022-12-31 | $315k | 3.8k | 83.36 |
More positions owned by Insigneo Advisory Services
View all positions for Insigneo Advisory Services