Charles Schwab Corporation shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $997k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 16k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $1.1M | 15k | 68.80 |
| 2023-09-30 | $842k | 15k | 54.90 |
| 2023-06-30 | $873k | 15k | 56.68 |
| 2023-03-31 | $807k | 15k | 52.38 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $1.1M | 16k | 71.85 |
| 2022-06-30 | $1.0M | 16k | 63.19 |
| 2022-03-31 | $1.3M | 16k | 84.29 |
| 2021-12-31 | $1.4M | 16k | 84.13 |
| 2021-09-30 | $1.2M | 16k | 72.86 |
| 2021-06-30 | $1.2M | 16k | 72.81 |
| 2021-03-31 | $1.1M | 17k | 65.17 |
| 2020-12-31 | $886k | 17k | 53.07 |
| 2020-09-30 | $1.7M | 47k | 36.22 |
| 2020-06-30 | $1.6M | 47k | 33.75 |
| 2020-03-31 | $1.6M | 47k | 33.62 |
| 2019-12-31 | $2.2M | 47k | 47.55 |
| 2019-09-30 | $2.0M | 47k | 41.83 |
| 2019-06-30 | $1.9M | 47k | 40.18 |
| 2019-03-31 | $2.0M | 47k | 42.76 |
| 2018-12-31 | $1.9M | 47k | 41.52 |
| 2018-09-30 | $174k | 3.5k | 49.26 |
| 2018-06-30 | $2.6M | 51k | 51.09 |
| 2018-03-31 | $51M | 51k | 1000.00 |
| 2017-12-31 | $2.6M | 51k | 51.37 |
| 2017-09-30 | $2.2M | 51k | 43.75 |
| 2017-06-30 | $2.2M | 51k | 42.96 |
| 2017-03-31 | $2.1M | 51k | 40.81 |
| 2016-12-31 | $2.0M | 51k | 39.47 |
| 2016-09-30 | $112k | 3.5k | 31.58 |
| 2016-06-30 | $1.3M | 51k | 25.31 |
| 2016-03-31 | $3.0k | 112 | 26.79 |
| 2015-12-31 | $4.0k | 112 | 35.71 |
| 2015-09-30 | $3.0k | 112 | 26.79 |
| 2015-06-30 | $4.0k | 112 | 35.71 |
| 2015-03-31 | $3.0k | 112 | 26.79 |
| 2014-12-31 | $9.0k | 312 | 28.85 |
| 2014-09-30 | $9.0k | 312 | 28.85 |