Charles Schwab Corporation shares owned by Keystone Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Keystone Financial Services
from 13F filings
Historical chart of Keystone Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Keystone Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 18k | 64.81 |
| 2024-06-30 | $1.3M | 17k | 73.69 |
| 2024-03-31 | $1.1M | 16k | 72.34 |
| 2023-12-31 | $776k | 11k | 68.80 |
| 2023-09-30 | $603k | 11k | 54.90 |
| 2023-06-30 | $510k | 9.0k | 56.68 |
| 2023-03-31 | $423k | 8.1k | 52.38 |
| 2022-12-31 | $593k | 7.7k | 77.42 |
| 2022-09-30 | $546k | 7.1k | 77.35 |
| 2022-06-30 | $483k | 7.1k | 67.59 |
| 2022-03-31 | $426k | 6.6k | 64.09 |
| 2021-12-31 | $566k | 6.7k | 84.09 |
More positions owned by Keystone Financial Services
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