Charles Schwab Corporation shares owned by Nelson, Van Denburg & Campbell Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nelson, Van Denburg & Campbell Wealth Management
from 13F filings
Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Nelson, Van Denburg & Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 18k | 99.91 |
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $2.1M | 23k | 91.24 |
| 2025-03-31 | $389k | 5.0k | 78.28 |
| 2024-12-31 | $2.0M | 28k | 74.02 |
| 2024-09-30 | $1.9M | 30k | 64.81 |
| 2024-06-30 | $1.9M | 26k | 73.65 |
| 2024-03-31 | $2.0M | 27k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.81 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.3M | 24k | 56.69 |
| 2023-03-31 | $1.1M | 20k | 52.39 |
| 2022-12-31 | $1.5M | 18k | 83.26 |
| 2022-09-30 | $1.4M | 19k | 71.70 |
| 2022-06-30 | $828k | 13k | 62.92 |
| 2022-03-31 | $809k | 9.6k | 84.04 |
| 2021-12-31 | $1.1M | 13k | 84.04 |
| 2021-09-30 | $1.0M | 14k | 72.48 |
| 2021-06-30 | $1.1M | 15k | 72.46 |
| 2021-03-31 | $766k | 12k | 64.31 |
| 2020-12-31 | $862k | 16k | 52.54 |
| 2020-09-30 | $788k | 22k | 36.10 |
| 2020-06-30 | $771k | 23k | 33.69 |
| 2020-03-31 | $836k | 27k | 31.15 |
| 2019-12-31 | $0 | 19k | 0.00 |
| 2019-09-30 | $0 | 17k | 0.00 |
| 2019-06-30 | $225k | 5.6k | 40.00 |
| 2019-03-31 | $162k | 4.0k | 40.00 |
| 2018-12-31 | $4.0k | 100 | 40.00 |
| 2018-03-31 | $1.0k | 15 | 66.67 |
| 2017-12-31 | $1.0k | 15 | 66.67 |
More positions owned by Nelson, Van Denburg & Campbell Wealth Management
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