Charles Schwab Corporation shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.6M | 49k | 73.69 |
| 2024-03-31 | $3.7M | 51k | 72.34 |
| 2023-12-31 | $3.5M | 51k | 68.80 |
| 2023-09-30 | $2.8M | 52k | 54.90 |
| 2023-06-30 | $2.9M | 52k | 56.68 |
| 2023-03-31 | $2.5M | 48k | 52.38 |
| 2022-12-31 | $466k | 5.6k | 83.26 |
| 2022-09-30 | $407k | 5.7k | 71.86 |
| 2022-06-30 | $358k | 5.7k | 63.21 |
| 2022-03-31 | $478k | 5.7k | 84.39 |
| 2021-12-31 | $476k | 5.7k | 84.04 |
| 2021-09-30 | $404k | 5.5k | 72.92 |
| 2021-06-30 | $403k | 5.5k | 72.74 |
| 2021-03-31 | $361k | 5.5k | 65.16 |
| 2020-12-31 | $294k | 5.5k | 53.07 |