Charles Schwab Corporation shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212k | 3.3k | 64.82 |
| 2024-06-30 | $241k | 3.3k | 73.70 |
| 2024-03-31 | $259k | 3.6k | 72.33 |
| 2023-12-31 | $221k | 3.2k | 68.81 |
| 2023-09-30 | $162k | 3.0k | 54.90 |
| 2023-06-30 | $164k | 2.9k | 56.69 |
| 2023-03-31 | $144k | 2.7k | 52.37 |
| 2022-12-31 | $90k | 1.1k | 83.26 |
| 2022-09-30 | $73k | 1.0k | 71.15 |
| 2022-06-30 | $64k | 1.0k | 62.44 |
| 2022-03-31 | $88k | 1.0k | 84.13 |
| 2021-12-31 | $72k | 854 | 84.31 |
| 2021-09-30 | $58k | 800 | 72.50 |
| 2021-06-30 | $51k | 702 | 72.65 |
| 2021-03-31 | $45k | 703 | 64.01 |
| 2020-12-31 | $38k | 688 | 55.23 |