Charles Schwab Corporation shares owned by Moser Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Moser Wealth Advisors
from 13F filings
Historical chart of Moser Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Moser Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $391k | 6.0k | 64.81 |
| 2024-06-30 | $437k | 5.9k | 73.69 |
| 2024-03-31 | $429k | 5.9k | 72.34 |
| 2023-12-31 | $329k | 4.8k | 68.80 |
| 2023-09-30 | $180k | 3.3k | 54.90 |
| 2023-06-30 | $128k | 2.3k | 56.68 |