Charles Schwab Corporation shares owned by TCG Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $10M | 139k | 73.69 |
| 2024-03-31 | $9.4M | 130k | 72.34 |
| 2023-12-31 | $8.7M | 127k | 68.80 |
| 2023-09-30 | $3.0M | 55k | 54.90 |
| 2023-06-30 | $2.8M | 49k | 56.68 |
| 2023-03-31 | $2.1M | 40k | 52.38 |
| 2022-09-30 | $201k | 2.8k | 71.76 |
| 2021-03-31 | $442k | 6.8k | 65.24 |