Charles Schwab Corporation shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Marietta 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 Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 49k | 72.34 |
| 2023-12-31 | $3.4M | 49k | 68.80 |
| 2023-09-30 | $2.7M | 48k | 54.90 |
| 2023-06-30 | $2.9M | 52k | 56.68 |
| 2023-03-31 | $1.7M | 33k | 52.38 |
| 2019-06-30 | $1.8M | 45k | 40.19 |
| 2019-03-31 | $1.8M | 43k | 42.76 |
| 2018-12-31 | $1.6M | 40k | 41.53 |
| 2018-09-30 | $1.8M | 37k | 49.14 |
| 2018-06-30 | $1.8M | 36k | 51.10 |
| 2018-03-31 | $1.9M | 36k | 52.21 |
| 2017-12-31 | $1.8M | 35k | 51.37 |
| 2017-09-30 | $1.6M | 36k | 43.73 |
| 2017-06-30 | $1.4M | 32k | 42.97 |
| 2017-03-31 | $1.1M | 28k | 40.82 |
| 2016-12-31 | $492k | 13k | 39.48 |
More positions owned by Marietta Wealth Management
View all positions for Marietta Wealth Management