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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |