Charles Schwab Corporation shares owned by Kaizen Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kaizen Advisory
from 13F filings
Historical chart of Kaizen Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kaizen Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $134k | 3.2k | 41.65 |
| 2018-09-30 | $146k | 3.0k | 48.99 |
| 2018-06-30 | $152k | 3.0k | 51.01 |
| 2018-03-31 | $60k | 1.2k | 51.86 |
| 2017-12-31 | $59k | 1.2k | 50.99 |