Charles Schwab Corporation shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $234k | 3.6k | 64.81 |
| 2024-06-30 | $265k | 3.6k | 73.69 |
| 2024-03-31 | $260k | 3.6k | 72.34 |
| 2023-12-31 | $245k | 3.6k | 68.80 |
| 2023-09-30 | $203k | 3.7k | 54.90 |
| 2023-06-30 | $206k | 3.6k | 56.68 |
| 2022-12-31 | $278k | 3.3k | 83.26 |