Charles Schwab Corporation shares owned by Patrick M Sweeney & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Patrick M Sweeney & Associates
from 13F filings
Historical chart of Patrick M Sweeney & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Patrick M Sweeney & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $978k | 13k | 74.01 |
| 2024-09-30 | $857k | 13k | 64.81 |
| 2024-06-30 | $916k | 13k | 73.10 |
| 2024-03-31 | $839k | 12k | 72.34 |
| 2023-12-31 | $783k | 11k | 68.80 |
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