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Charles Schwab Corporation shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $644k 11k 56.68
2023-03-31 $562k 11k 52.38
2020-09-30 $4.0k 90 44.44
2020-06-30 $4.0k 90 44.44
2020-03-31 $4.0k 90 44.44
2019-12-31 $1.0k 25 40.00
2019-09-30 $4.0k 90 44.44
2019-06-30 $4.0k 90 44.44
2019-03-31 $4.0k 90 44.44
2018-12-31 $4.0k 90 44.44