Mason & Associates »

Charles Schwab Corporation shares owned by Mason & Associates

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Mason & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 6.2k 64.81
2024-06-30 $443k 6.0k 73.69
2024-03-31 $435k 6.0k 72.34
2023-12-31 $413k 6.0k 68.80
2023-09-30 $350k 6.4k 54.90
2023-06-30 $325k 5.7k 56.68