Charles Schwab Corporation shares owned by Lester Murray Antman dba SimplyRich
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lester Murray Antman dba SimplyRich
from 13F filings
Historical chart of Lester Murray Antman dba SimplyRich investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Lester Murray Antman dba SimplyRich consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Lester Murray Antman dba SimplyRich
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $292k | 4.5k | 64.75 |
2024-06-30 | $332k | 4.5k | 73.61 |
2024-03-31 | $327k | 4.5k | 72.51 |
2023-12-31 | $310k | 4.5k | 68.74 |
2023-09-30 | $247k | 4.5k | 54.77 |
2023-06-30 | $255k | 4.5k | 56.54 |
2023-03-31 | $237k | 4.5k | 52.19 |
2022-12-31 | $378k | 4.5k | 83.24 |
2022-09-30 | $326k | 4.5k | 71.79 |
2022-06-30 | $286k | 4.5k | 62.98 |
2022-03-31 | $382k | 4.5k | 84.12 |
2021-12-31 | $382k | 4.5k | 84.12 |
2021-09-30 | $328k | 4.5k | 72.73 |
2021-06-30 | $328k | 4.5k | 72.73 |
2021-03-31 | $294k | 4.5k | 65.19 |
2020-12-31 | $239k | 4.5k | 52.99 |
More positions owned by Lester Murray Antman dba SimplyRich
Home Depot (HD)
Cigna Corp (CI)
View all positions for Lester Murray Antman dba SimplyRich