Charles Schwab Corporation shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $498k | 7.7k | 64.81 |
| 2024-06-30 | $566k | 7.7k | 73.69 |
| 2024-03-31 | $856k | 12k | 72.34 |
| 2023-12-31 | $529k | 7.7k | 68.80 |
| 2023-09-30 | $417k | 7.6k | 54.90 |
| 2023-06-30 | $429k | 7.6k | 56.68 |
| 2023-03-31 | $1.6M | 52 | 30185.02 |
| 2022-12-31 | $2.2M | 27k | 83.26 |
| 2022-09-30 | $1.9M | 27k | 71.87 |
| 2022-06-30 | $1.3M | 21k | 63.17 |
| 2022-03-31 | $2.5M | 30k | 84.30 |
| 2021-12-31 | $1.2M | 14k | 84.11 |
| 2021-09-30 | $472k | 6.5k | 72.81 |
| 2021-06-30 | $496k | 6.8k | 72.75 |
| 2021-03-31 | $444k | 6.8k | 65.13 |
| 2020-12-31 | $361k | 6.8k | 52.97 |
| 2020-09-30 | $247k | 6.8k | 36.25 |
| 2020-06-30 | $230k | 6.8k | 33.77 |
| 2020-03-31 | $209k | 6.2k | 33.68 |
| 2019-12-31 | $285k | 6.0k | 47.59 |
| 2019-09-30 | $251k | 6.0k | 41.91 |
| 2019-06-30 | $241k | 6.0k | 40.24 |
| 2019-03-31 | $256k | 6.0k | 42.75 |
| 2018-12-31 | $249k | 6.0k | 41.58 |
| 2018-09-30 | $1.4M | 28k | 49.16 |
| 2018-06-30 | $1.5M | 29k | 51.08 |
| 2018-03-31 | $1.5M | 29k | 52.23 |
| 2017-12-31 | $1.5M | 29k | 51.37 |
| 2017-09-30 | $1.2M | 28k | 43.73 |
| 2017-06-30 | $1.2M | 29k | 42.96 |
| 2017-03-31 | $1.2M | 30k | 40.82 |
| 2016-12-31 | $1.2M | 30k | 39.47 |
| 2014-12-31 | $1.2M | 39k | 30.19 |
| 2014-09-30 | $1.1M | 39k | 29.38 |
| 2014-06-30 | $893k | 33k | 26.93 |
| 2014-03-31 | $837k | 31k | 27.32 |
More positions owned by Sheets Smith Wealth Management
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