Charles Schwab Corporation shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $261k | 4.0k | 64.81 |
| 2024-06-30 | $307k | 4.2k | 73.69 |
| 2024-03-31 | $321k | 4.4k | 72.34 |
| 2023-12-31 | $295k | 4.3k | 68.80 |
| 2023-09-30 | $235k | 4.3k | 54.90 |
| 2023-06-30 | $243k | 4.3k | 56.68 |