Charles Schwab Corporation shares owned by Rise Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $60k | 812 | 74.05 |
| 2024-09-30 | $53k | 820 | 64.84 |
| 2024-06-30 | $60k | 817 | 73.71 |
| 2024-03-31 | $60k | 825 | 72.30 |
| 2023-12-31 | $1.4k | 20 | 69.75 |
| 2023-09-30 | $1.1k | 20 | 55.40 |
| 2023-06-30 | $1.1k | 20 | 56.95 |
| 2023-03-31 | $1.0k | 20 | 52.40 |