Charles Schwab Corporation shares owned by Left Brain Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Left Brain Wealth Management
from 13F filings
Historical chart of Left Brain Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Left Brain Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Left Brain Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 55k | 64.81 |
| 2024-06-30 | $4.1M | 56k | 73.69 |
| 2024-03-31 | $3.9M | 55k | 72.34 |
| 2023-09-30 | $3.0M | 55k | 54.90 |
| 2023-06-30 | $1.4M | 24k | 56.68 |
| 2023-03-31 | $237k | 4.5k | 52.24 |
More positions owned by Left Brain Wealth Management
Cigna Corp (CI)
View all positions for Left Brain Wealth Management