Charles Schwab Corporation shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 37k | 64.81 |
| 2024-06-30 | $3.4M | 46k | 73.69 |
| 2024-03-31 | $3.5M | 48k | 72.34 |
| 2023-12-31 | $3.3M | 48k | 68.80 |
| 2023-09-30 | $2.6M | 48k | 54.90 |
| 2021-06-30 | $2.0k | 21 | 95.24 |
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