Charles Schwab Corporation shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.4M | 127k | 74.01 |
| 2024-09-30 | $8.2M | 126k | 64.81 |
| 2024-06-30 | $9.0M | 123k | 73.69 |
| 2024-03-31 | $8.8M | 122k | 72.34 |
| 2023-12-31 | $8.3M | 121k | 68.80 |
| 2023-09-30 | $6.6M | 120k | 54.90 |
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