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Charles Schwab Corporation shares owned by Sittner & Nelson

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sittner & Nelson from 13F filings

Historical chart of Sittner & Nelson investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Sittner & Nelson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2k 142 64.81
2024-06-30 $11k 142 73.69
2024-03-31 $10k 142 72.34
2023-09-30 $33k 592 54.90
2023-06-30 $34k 592 56.68
2023-03-31 $31k 592 52.38
2022-12-31 $38k 450 83.26