Charles Schwab Corporation shares owned by SS&H Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SS&H Financial Advisors
from 13F filings
Historical chart of SS&H Financial Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by SS&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by SS&H Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $382k | 5.9k | 64.76 |
2024-06-30 | $435k | 5.9k | 73.74 |