Charles Schwab Corporation shares owned by SYSTM Wealth Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SYSTM Wealth Solutions
from 13F filings
Historical chart of SYSTM Wealth Solutions investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by SYSTM Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.4M | 87k | 73.69 |
| 2024-03-31 | $7.8M | 108k | 72.34 |
| 2023-09-30 | $4.0M | 74k | 54.90 |
| 2023-06-30 | $4.8M | 84k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $2.7M | 33k | 83.26 |
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