Charles Schwab Corporation shares owned by Signature Wealth Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Signature Wealth Management Group
from 13F filings
Historical chart of Signature Wealth Management Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Signature Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 24k | 64.81 |
| 2024-06-30 | $1.8M | 24k | 73.69 |
| 2024-03-31 | $1.8M | 24k | 73.42 |
| 2023-12-31 | $1.5M | 22k | 68.80 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $1.1M | 20k | 52.38 |
| 2019-12-31 | $737k | 16k | 47.57 |
| 2019-09-30 | $642k | 15k | 41.86 |
| 2019-06-30 | $637k | 16k | 40.83 |
| 2018-06-30 | $999 | 13 | 76.92 |
| 2018-03-31 | $999 | 13 | 76.92 |
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