Charles Schwab Corporation shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.8M | 179k | 54.90 |
| 2023-06-30 | $25M | 445k | 56.68 |
| 2023-03-31 | $18M | 347k | 52.38 |
| 2022-12-31 | $19M | 231k | 83.42 |
| 2022-09-30 | $24M | 332k | 73.56 |
| 2022-06-30 | $22M | 342k | 63.18 |
| 2022-03-31 | $570k | 7.1k | 80.08 |
| 2021-12-31 | $599k | 7.1k | 84.15 |
| 2021-09-30 | $544k | 7.1k | 76.43 |
| 2021-06-30 | $524k | 7.1k | 73.62 |
| 2021-03-31 | $496k | 7.3k | 67.59 |
| 2020-12-31 | $442k | 7.5k | 59.03 |
| 2019-12-31 | $217k | 4.4k | 49.01 |