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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

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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