Charles Schwab Corporation shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 5.1k | 64.81 |
| 2024-03-31 | $330k | 4.6k | 72.34 |
| 2023-12-31 | $394k | 5.7k | 68.80 |
| 2023-09-30 | $279k | 5.1k | 54.90 |
| 2023-06-30 | $292k | 5.2k | 56.68 |
| 2023-03-31 | $260k | 5.0k | 52.38 |
| 2022-12-31 | $367k | 4.4k | 83.26 |
| 2022-09-30 | $320k | 4.4k | 71.93 |
| 2022-06-30 | $279k | 4.4k | 63.28 |
| 2019-06-30 | $506k | 13k | 40.21 |
| 2019-03-31 | $641k | 15k | 42.78 |
| 2018-12-31 | $723k | 17k | 41.54 |
| 2018-09-30 | $1.0M | 21k | 49.14 |
| 2018-06-30 | $1.1M | 21k | 51.09 |