Charles Schwab Corporation shares owned by Sheaff Brock Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sheaff Brock Investment Advisors
from 13F filings
Historical chart of Sheaff Brock Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sheaff Brock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $509k | 7.9k | 64.81 |
| 2024-06-30 | $545k | 7.4k | 73.69 |
| 2024-03-31 | $598k | 8.3k | 72.34 |
| 2023-12-31 | $628k | 9.1k | 68.80 |
| 2023-09-30 | $499k | 9.1k | 54.90 |
| 2023-06-30 | $402k | 7.1k | 56.68 |
| 2023-03-31 | $646k | 12k | 52.38 |
| 2022-12-31 | $539k | 6.5k | 83.26 |
| 2022-09-30 | $469k | 6.5k | 71.89 |
| 2022-06-30 | $413k | 6.5k | 63.18 |
| 2022-03-31 | $530k | 6.3k | 84.34 |
| 2021-12-31 | $527k | 6.3k | 84.18 |
| 2021-09-30 | $262k | 3.6k | 72.96 |
| 2021-06-30 | $261k | 3.6k | 72.68 |
| 2021-03-31 | $238k | 3.7k | 65.13 |
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