Charles Schwab Corporation shares owned by Loveless Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Loveless Wealth Management
from 13F filings
Historical chart of Loveless Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Loveless Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $745k | 12k | 63.22 |
| 2022-03-31 | $983k | 12k | 84.31 |
| 2021-12-31 | $946k | 11k | 84.09 |
| 2021-09-30 | $755k | 10k | 72.88 |
| 2021-06-30 | $729k | 10k | 72.79 |
| 2021-03-31 | $584k | 9.0k | 65.18 |
| 2020-12-31 | $475k | 9.0k | 53.01 |
| 2020-09-30 | $347k | 9.6k | 36.20 |
| 2020-06-30 | $327k | 9.7k | 33.76 |
| 2020-03-31 | $310k | 9.2k | 33.64 |
| 2019-12-31 | $433k | 9.2k | 46.99 |
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