Charles Schwab Corporation shares owned by Secure Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 23k | 64.81 |
| 2024-06-30 | $1.4M | 19k | 73.69 |
| 2024-03-31 | $1.5M | 20k | 72.34 |
| 2023-12-31 | $1.2M | 18k | 68.80 |
| 2023-09-30 | $1.0M | 19k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $995k | 19k | 52.38 |