Charles Schwab Corporation shares owned by JJJ Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by JJJ Advisors
from 13F filings
Historical chart of JJJ Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by JJJ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $162k | 2.2k | 72.34 |
| 2023-12-31 | $153k | 2.2k | 68.80 |
| 2023-09-30 | $163k | 3.0k | 54.90 |
| 2023-06-30 | $171 | 3 | 57.00 |
| 2023-03-31 | $1.3k | 26 | 50.81 |
| 2022-12-31 | $9.3k | 111 | 83.48 |
| 2022-09-30 | $8.0k | 102 | 78.43 |
| 2022-06-30 | $7.0k | 102 | 68.63 |
| 2022-03-31 | $15k | 175 | 85.71 |
| 2021-12-31 | $15k | 175 | 85.71 |
| 2021-09-30 | $13k | 175 | 74.29 |
| 2021-06-30 | $11k | 157 | 70.06 |
| 2021-03-31 | $8.0k | 120 | 66.67 |
| 2020-12-31 | $1.0k | 23 | 43.48 |
| 2020-09-30 | $1.0k | 23 | 43.48 |