Charles Schwab Corporation shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 17k | 64.81 |
| 2024-06-30 | $1.2M | 15k | 74.53 |
| 2024-03-31 | $1.2M | 16k | 72.34 |
| 2023-12-31 | $893k | 14k | 63.94 |
| 2023-09-30 | $660k | 13k | 51.33 |
| 2023-06-30 | $546k | 9.3k | 58.41 |
| 2023-03-31 | $417k | 6.8k | 61.37 |
| 2022-12-31 | $557k | 6.8k | 81.97 |
| 2019-09-30 | $268k | 6.4k | 41.79 |
| 2019-06-30 | $232k | 5.7k | 40.43 |
| 2019-03-31 | $211k | 4.9k | 42.72 |
| 2018-12-31 | $149k | 3.6k | 41.60 |