Charles Schwab Corporation shares owned by PDS Planning
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by PDS Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $500k | 7.7k | 64.81 |
| 2024-03-31 | $549k | 7.6k | 72.34 |
| 2023-12-31 | $499k | 7.3k | 68.80 |
| 2023-09-30 | $411k | 7.5k | 54.90 |
| 2023-06-30 | $410k | 7.2k | 56.68 |
| 2023-03-31 | $253k | 4.8k | 52.38 |
| 2022-12-31 | $339k | 4.1k | 83.26 |
| 2022-09-30 | $281k | 3.9k | 71.94 |
| 2022-06-30 | $224k | 3.5k | 63.31 |
| 2022-03-31 | $276k | 3.3k | 84.20 |
| 2021-12-31 | $215k | 2.6k | 84.08 |