Charles Schwab Corporation shares owned by Tiedemann Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tiedemann Wealth Management
from 13F filings
Historical chart of Tiedemann Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Tiedemann Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $785k | 14k | 54.71 |
| 2023-06-30 | $813k | 14k | 56.68 |
| 2023-03-31 | $758k | 15k | 52.38 |
| 2022-12-31 | $393k | 4.7k | 83.26 |
| 2022-09-30 | $335k | 4.7k | 71.73 |
| 2022-06-30 | $347k | 5.5k | 63.15 |
| 2022-03-31 | $403k | 4.8k | 84.27 |
| 2021-12-31 | $386k | 4.6k | 84.00 |
| 2021-09-30 | $335k | 4.6k | 72.91 |
| 2021-06-30 | $347k | 4.8k | 72.88 |
| 2021-03-31 | $322k | 4.9k | 65.17 |
| 2020-12-31 | $271k | 5.1k | 52.98 |
| 2020-06-30 | $215k | 6.4k | 33.83 |
| 2019-12-31 | $238k | 5.0k | 47.69 |
| 2019-09-30 | $204k | 4.9k | 41.79 |
| 2019-03-31 | $755k | 18k | 42.76 |
| 2018-12-31 | $247k | 5.9k | 41.67 |
| 2018-09-30 | $226k | 4.6k | 49.18 |
| 2018-06-30 | $258k | 5.1k | 51.06 |
| 2018-03-31 | $422k | 8.1k | 52.37 |
| 2017-12-31 | $267k | 5.2k | 51.37 |
| 2017-09-30 | $445k | 64k | 6.93 |
| 2017-06-30 | $2.8M | 66k | 42.96 |
| 2017-03-31 | $2.6M | 64k | 40.81 |
| 2016-12-31 | $2.9M | 73k | 39.46 |
More positions owned by Tiedemann Wealth Management
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