Charles Schwab Corporation shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $298k | 4.6k | 64.82 |
| 2024-03-31 | $270k | 3.7k | 72.33 |
| 2023-12-31 | $699k | 10k | 68.80 |
| 2023-09-30 | $392k | 7.1k | 54.90 |
| 2021-12-31 | $145k | 1.7k | 83.86 |
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