Charles Schwab Corporation shares owned by Ironwood Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ironwood Wealth Management
from 13F filings
Historical chart of Ironwood Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ironwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $725k | 9.8k | 74.01 |
| 2024-09-30 | $648k | 10k | 64.81 |
| 2024-06-30 | $754k | 10k | 73.69 |
| 2024-03-31 | $737k | 10k | 72.34 |
| 2023-12-31 | $690k | 10k | 68.80 |
| 2023-09-30 | $550k | 10k | 54.90 |
| 2023-06-30 | $568k | 10k | 56.68 |
| 2023-03-31 | $535k | 10k | 52.38 |
| 2022-12-31 | $759k | 9.1k | 83.26 |
| 2022-09-30 | $655k | 9.1k | 71.89 |
| 2022-06-30 | $576k | 9.1k | 63.22 |
| 2022-03-31 | $768k | 9.1k | 84.29 |
| 2021-12-31 | $766k | 9.1k | 84.07 |
| 2021-09-30 | $664k | 9.1k | 72.88 |
| 2021-06-30 | $663k | 9.1k | 72.77 |
| 2021-03-31 | $594k | 9.1k | 65.20 |
More positions owned by Ironwood Wealth Management
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