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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Patrick M Sweeney & Associates consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $839k 12k 72.34
2023-12-31 $783k 11k 68.80