Charles Schwab Corporation shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 4.1k | 64.81 |
| 2024-06-30 | $298k | 4.1k | 73.69 |
| 2024-03-31 | $293k | 4.1k | 72.34 |
| 2023-12-31 | $279k | 4.1k | 68.80 |
| 2023-09-30 | $222k | 4.1k | 54.90 |
| 2023-06-30 | $218k | 3.9k | 56.68 |