Charles Schwab Corporation shares owned by Northeast Financial Consultants
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Northeast Financial Consultants
from 13F filings
Historical chart of Northeast Financial Consultants investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Northeast Financial Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 35k | 68.80 |
| 2023-09-30 | $1.9M | 35k | 54.90 |
| 2023-06-30 | $2.0M | 35k | 56.68 |
| 2023-03-31 | $2.0M | 38k | 52.38 |
| 2022-12-31 | $8.4M | 101k | 83.26 |
| 2022-09-30 | $7.2M | 101k | 71.87 |
| 2022-06-30 | $6.4M | 101k | 63.18 |
| 2022-03-31 | $8.5M | 101k | 84.31 |
| 2021-12-31 | $8.5M | 101k | 84.10 |
| 2021-09-30 | $7.3M | 101k | 72.84 |
| 2021-06-30 | $7.3M | 101k | 72.81 |
| 2021-03-31 | $6.6M | 101k | 65.18 |
| 2020-12-31 | $5.3M | 101k | 53.04 |
| 2020-09-30 | $3.6M | 101k | 36.23 |
| 2020-06-30 | $3.4M | 101k | 33.74 |
| 2020-03-31 | $3.4M | 101k | 33.62 |
| 2019-12-31 | $4.8M | 101k | 47.56 |
| 2019-09-30 | $4.2M | 101k | 41.83 |
| 2019-06-30 | $4.1M | 101k | 40.19 |
| 2015-06-30 | $326k | 10k | 32.60 |
| 2015-03-31 | $304k | 10k | 30.40 |
More positions owned by Northeast Financial Consultants
View all positions for Northeast Financial Consultants