Charles Schwab Corporation shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Mascoma 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11k | 150 | 72.34 |
| 2023-12-31 | $10k | 150 | 68.80 |
| 2023-09-30 | $8.2k | 150 | 54.90 |
| 2023-06-30 | $9.8k | 150 | 65.52 |
| 2023-03-31 | $11k | 201 | 52.17 |
| 2022-12-31 | $14k | 200 | 70.00 |
| 2022-09-30 | $14k | 200 | 70.00 |
| 2022-06-30 | $13k | 200 | 65.00 |
| 2022-03-31 | $17k | 200 | 85.00 |
| 2021-12-31 | $17k | 200 | 85.00 |
| 2021-09-30 | $15k | 200 | 75.00 |
| 2021-03-31 | $13k | 200 | 65.00 |
| 2019-06-30 | $12k | 305 | 39.34 |
| 2019-03-31 | $13k | 305 | 42.62 |
| 2018-12-31 | $95k | 2.3k | 41.48 |
| 2018-09-30 | $179k | 3.7k | 49.04 |
| 2018-06-30 | $187k | 3.7k | 51.23 |
| 2018-03-31 | $191k | 3.7k | 52.33 |
| 2017-12-31 | $249k | 4.7k | 53.26 |
| 2017-09-30 | $245k | 5.6k | 43.79 |
| 2017-06-30 | $243k | 5.6k | 43.05 |
| 2017-03-31 | $230k | 5.6k | 40.74 |
| 2016-12-31 | $239k | 6.1k | 39.44 |