Charles Schwab Corporation shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.1M | 89k | 68.80 |
| 2023-09-30 | $4.4M | 79k | 54.90 |
| 2023-06-30 | $4.3M | 76k | 56.68 |
| 2023-03-31 | $548k | 11k | 52.38 |
| 2022-12-31 | $447M | 5.4M | 83.26 |
| 2022-09-30 | $423k | 5.9k | 71.87 |
| 2022-06-30 | $412k | 6.5k | 63.18 |
| 2022-03-31 | $294k | 3.5k | 84.31 |
| 2021-12-31 | $326k | 3.9k | 84.11 |
| 2021-09-30 | $237k | 3.3k | 72.83 |
| 2021-06-30 | $265k | 3.6k | 72.80 |
| 2021-03-31 | $236k | 3.6k | 65.18 |
| 2019-12-31 | $405k | 8.5k | 47.56 |
| 2019-09-30 | $375k | 9.0k | 41.83 |
| 2018-06-30 | $32k | 631 | 50.71 |
| 2017-12-31 | $1.0k | 10 | 100.00 |
| 2015-09-30 | $51k | 1.8k | 28.73 |
More positions owned by Moneta Group Investment Advisors
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