Charles Schwab Corporation shares owned by Sweeney & Michel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $466k | 6.5k | 71.36 |
| 2024-06-30 | $388k | 5.2k | 74.53 |
| 2024-03-31 | $362k | 4.7k | 77.07 |
| 2023-09-30 | $360k | 6.5k | 54.90 |
| 2023-06-30 | $448k | 6.8k | 65.52 |
| 2023-03-31 | $373k | 6.8k | 54.61 |