Charles Schwab Corporation shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $437k | 6.7k | 64.81 |
2024-06-30 | $503k | 6.8k | 73.69 |