Charles Schwab Corporation shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $427k | 5.8k | 74.01 |
| 2024-09-30 | $374k | 5.8k | 64.81 |
| 2024-06-30 | $421k | 5.7k | 73.69 |
| 2024-03-31 | $415k | 5.7k | 72.34 |
| 2023-12-31 | $391k | 5.7k | 68.80 |
| 2023-09-30 | $309k | 5.6k | 54.90 |
| 2023-06-30 | $319k | 5.6k | 56.68 |
| 2023-03-31 | $294k | 5.6k | 52.38 |
| 2022-12-31 | $459k | 5.5k | 83.26 |
| 2022-09-30 | $396k | 5.5k | 71.90 |
| 2022-06-30 | $348k | 5.5k | 63.18 |
| 2022-03-31 | $464k | 5.5k | 84.24 |
| 2021-12-31 | $463k | 5.5k | 84.06 |
| 2021-09-30 | $401k | 5.5k | 72.80 |
| 2021-06-30 | $401k | 5.5k | 72.80 |
| 2021-03-31 | $359k | 5.5k | 65.18 |
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