Charles Schwab Corporation shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $537k | 10k | 53.02 |
| 2020-09-30 | $566k | 16k | 36.22 |
| 2020-06-30 | $547k | 16k | 33.76 |
| 2020-03-31 | $534k | 16k | 33.62 |
| 2019-12-31 | $5.1M | 107k | 47.56 |
| 2019-09-30 | $4.6M | 109k | 41.83 |
| 2019-06-30 | $4.4M | 109k | 40.19 |
| 2019-03-31 | $5.7M | 133k | 42.76 |
| 2018-12-31 | $5.0M | 121k | 41.53 |
| 2018-09-30 | $5.6M | 115k | 49.15 |
| 2018-06-30 | $5.6M | 110k | 51.10 |
| 2018-03-31 | $4.5M | 104k | 43.74 |
| 2017-12-31 | $5.2M | 102k | 51.37 |
| 2017-09-30 | $4.5M | 104k | 43.74 |
| 2017-06-30 | $4.7M | 110k | 42.96 |
| 2017-03-31 | $4.5M | 110k | 40.81 |
| 2016-12-31 | $4.4M | 113k | 39.47 |
| 2016-09-30 | $3.6M | 113k | 31.57 |
| 2016-06-30 | $2.8M | 111k | 25.31 |
| 2016-03-31 | $3.1M | 110k | 28.02 |
| 2015-12-31 | $485k | 15k | 32.95 |
| 2015-09-30 | $409k | 14k | 28.56 |
| 2015-06-30 | $502k | 15k | 32.66 |
| 2015-03-31 | $455k | 15k | 30.43 |
| 2014-06-30 | $242k | 9.0k | 26.93 |
| 2014-03-31 | $223k | 8.1k | 27.39 |
More positions owned by SVA Plumb Wealth Management
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