Charles Schwab Corporation shares owned by Mezzasalma Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mezzasalma Advisors
from 13F filings
Historical chart of Mezzasalma Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mezzasalma Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.4M | 75k | 72.34 |
| 2023-12-31 | $4.7M | 68k | 68.80 |
| 2023-09-30 | $3.6M | 66k | 54.90 |
| 2023-06-30 | $3.7M | 66k | 56.68 |
| 2023-03-31 | $3.2M | 62k | 52.38 |