Charles Schwab Corporation shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $110k | 69k | 1.58 |
2021-09-30 | $45k | 618 | 72.82 |
2021-06-30 | $616k | 45k | 13.72 |
2021-03-31 | $41k | 768 | 53.39 |
2020-12-31 | $41k | 768 | 53.39 |
2020-09-30 | $20k | 558 | 35.84 |
2020-06-30 | $19k | 556 | 34.17 |
2020-03-31 | $31k | 935 | 33.16 |
2019-12-31 | $53k | 1.1k | 47.24 |
2019-09-30 | $46k | 1.1k | 41.86 |
2019-06-30 | $271k | 6.8k | 40.15 |
2019-03-31 | $40k | 941 | 42.51 |
2018-12-31 | $49k | 1.2k | 40.87 |