Charles Schwab Corporation shares owned by Madison Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Madison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.3M | 115k | 54.90 |
| 2023-06-30 | $6.5M | 114k | 56.68 |
| 2023-03-31 | $6.0M | 114k | 52.38 |
| 2022-12-31 | $9.5M | 114k | 83.26 |
| 2022-09-30 | $8.2M | 114k | 71.87 |
| 2022-06-30 | $7.0M | 111k | 63.18 |
| 2022-03-31 | $9.3M | 111k | 84.31 |
| 2021-12-31 | $9.3M | 110k | 84.10 |
| 2021-09-30 | $8.0M | 110k | 72.84 |
| 2021-06-30 | $7.9M | 108k | 72.81 |
| 2021-03-31 | $7.0M | 107k | 65.18 |
| 2020-12-31 | $0 | 105k | 0.00 |
| 2020-09-30 | $0 | 102k | 0.00 |
| 2020-06-30 | $2.3M | 69k | 33.75 |
| 2020-03-31 | $679k | 20k | 33.61 |
| 2019-12-31 | $1.0M | 21k | 47.58 |