Charles Schwab Corporation shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 20k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $970k | 18k | 54.90 |
| 2023-06-30 | $922k | 16k | 56.68 |
| 2023-03-31 | $247k | 4.7k | 52.38 |
| 2022-12-31 | $253k | 3.0k | 83.26 |
| 2022-09-30 | $206k | 2.9k | 71.88 |
| 2022-06-30 | $213k | 3.4k | 63.09 |
| 2022-03-31 | $298k | 3.5k | 84.09 |
| 2021-12-31 | $402k | 4.8k | 84.12 |
| 2021-09-30 | $351k | 4.8k | 72.69 |
| 2021-06-30 | $350k | 4.8k | 72.63 |
| 2021-03-31 | $323k | 5.0k | 65.00 |
| 2020-12-31 | $290k | 5.5k | 52.98 |
| 2020-09-30 | $153k | 4.2k | 36.31 |
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