Charles Schwab Corporation shares owned by Private Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 82k | 64.81 |
| 2024-06-30 | $5.8M | 79k | 73.69 |
| 2024-03-31 | $5.7M | 79k | 72.34 |
| 2023-09-30 | $4.7M | 85k | 54.90 |
| 2023-06-30 | $5.0M | 88k | 56.68 |
| 2023-03-31 | $4.5M | 87k | 52.38 |
| 2022-03-31 | $251k | 3.0k | 84.28 |