Charles Schwab Corporation shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Retirement Planning Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $603k | 9.3k | 64.81 |
2024-06-30 | $694k | 9.4k | 73.69 |
2023-03-31 | $204k | 3.9k | 52.38 |
2022-12-31 | $326k | 3.9k | 83.26 |
2022-09-30 | $281k | 3.9k | 71.83 |
2012-12-31 | $5.0k | 350 | 14.29 |
2012-09-30 | $5.0k | 350 | 14.29 |
2012-06-30 | $5.0k | 350 | 14.29 |
2010-12-31 | $3.5k | 186 | 18.99 |