Charles Schwab Corporation shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $327k | 4.8k | 68.81 |
2023-09-30 | $258k | 4.7k | 54.91 |
2023-06-30 | $265k | 4.7k | 56.67 |
2023-03-31 | $275k | 5.2k | 52.38 |
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