Charles Schwab Corporation shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Monograph Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $405k | 5.9k | 68.80 |
2023-09-30 | $429k | 7.8k | 54.90 |
2023-06-30 | $443k | 7.8k | 56.68 |
2023-03-31 | $410k | 7.8k | 52.38 |
2022-12-31 | $656k | 7.9k | 83.31 |
2022-09-30 | $599k | 8.3k | 71.92 |
2022-06-30 | $526k | 8.3k | 63.15 |
2022-03-31 | $743k | 8.8k | 84.31 |
2021-12-31 | $741k | 8.8k | 84.08 |