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Charles Schwab Corporation shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 34k 68.80
2023-09-30 $1.9M 35k 54.90
2023-06-30 $2.2M 39k 56.68
2023-03-31 $1.9M 37k 52.38
2022-12-31 $1.3M 15k 83.26
2022-09-30 $1.1M 16k 71.87
2022-06-30 $1.0M 16k 63.16
2022-03-31 $2.0M 23k 84.30
2021-12-31 $3.5M 42k 84.09
2021-09-30 $3.0M 42k 72.84