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Charles Schwab Corporation shares owned by Jupiter Wealth Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jupiter Wealth Management from 13F filings

Historical chart of Jupiter Wealth Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Jupiter Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Jupiter Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $688k 10k 68.80
2023-09-30 $544k 10k 54.41
2023-06-30 $567k 10k 56.68
2023-03-31 $524k 10k 52.38