Charles Schwab Corporation shares owned by TFC Financial Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $78k | 1.1k | 72.34 |
| 2023-12-31 | $96k | 1.4k | 68.80 |
| 2023-09-30 | $76k | 1.4k | 54.90 |
| 2023-06-30 | $97k | 1.7k | 56.68 |
| 2023-03-31 | $49k | 932 | 52.38 |
| 2022-12-31 | $78k | 932 | 83.27 |
| 2022-09-30 | $1.0k | 19 | 52.63 |
| 2022-06-30 | $1.0k | 19 | 52.63 |
| 2022-03-31 | $2.0k | 19 | 105.26 |
| 2021-12-31 | $2.0k | 19 | 105.26 |
| 2021-09-30 | $1.0k | 19 | 52.63 |
| 2021-06-30 | $1.0k | 19 | 52.63 |
| 2021-03-31 | $1.0k | 19 | 52.63 |
| 2020-12-31 | $1.0k | 19 | 52.63 |
| 2020-09-30 | $1.0k | 19 | 52.63 |