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
Download as csv Download as ExcelQuarterly 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 |
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