Charles Schwab Corporation shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $257k | 4.0k | 64.81 |
| 2024-06-30 | $304k | 4.1k | 73.70 |
| 2024-03-31 | $300k | 4.1k | 72.34 |
| 2023-12-31 | $288k | 4.2k | 68.81 |
| 2023-09-30 | $229k | 4.2k | 54.90 |
| 2023-06-30 | $240k | 4.2k | 56.68 |
| 2023-03-31 | $226k | 4.3k | 52.38 |
| 2022-12-31 | $315k | 3.8k | 83.25 |
| 2022-09-30 | $269k | 3.7k | 71.93 |
| 2022-06-30 | $237k | 3.8k | 63.15 |
| 2022-03-31 | $313k | 3.7k | 84.21 |
| 2021-12-31 | $310k | 3.7k | 84.01 |
| 2021-09-30 | $269k | 3.7k | 72.92 |
| 2021-06-30 | $259k | 3.6k | 72.94 |
| 2021-03-31 | $231k | 3.5k | 65.25 |
More positions owned by Souders Financial Advisors
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