Charles Schwab Corporation shares owned by Massachusetts Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Massachusetts Wealth Management
from 13F filings
Historical chart of Massachusetts Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Massachusetts Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $451k | 6.1k | 73.69 |
| 2024-03-31 | $421k | 5.8k | 72.34 |
| 2023-12-31 | $382k | 5.6k | 68.80 |
| 2023-09-30 | $255k | 4.7k | 54.90 |
More positions owned by Massachusetts Wealth Management
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