Charles Schwab Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $2.2M | 30k | 73.69 |
| 2024-03-31 | $2.3M | 32k | 72.34 |
| 2023-09-30 | $1.2M | 22k | 54.90 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2022-12-31 | $993k | 12k | 83.26 |
| 2022-09-30 | $862k | 12k | 71.85 |
| 2022-06-30 | $516k | 8.2k | 63.19 |
| 2022-03-31 | $653k | 7.7k | 84.37 |
| 2021-12-31 | $609k | 7.2k | 84.06 |
| 2021-09-30 | $535k | 7.3k | 72.83 |
| 2021-06-30 | $472k | 6.5k | 72.81 |
| 2021-03-31 | $413k | 6.3k | 65.12 |
| 2020-12-31 | $311k | 5.9k | 53.04 |
| 2020-09-30 | $217k | 6.0k | 36.28 |
| 2020-06-30 | $644k | 19k | 33.74 |
| 2020-03-31 | $507k | 15k | 33.63 |
| 2019-12-31 | $695k | 15k | 45.58 |
| 2019-09-30 | $719k | 17k | 43.46 |
| 2019-06-30 | $583k | 16k | 37.58 |
| 2019-03-31 | $903k | 21k | 42.77 |
| 2018-12-31 | $1.2M | 26k | 44.74 |
| 2018-09-30 | $1.1M | 23k | 48.57 |
| 2018-06-30 | $1.1M | 22k | 51.12 |
| 2018-03-31 | $885k | 17k | 52.23 |
More positions owned by Mount Yale Investment Advisors
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