Charles Schwab Corporation shares owned by ValMark Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $575k | 10k | 56.68 |
2023-03-31 | $493k | 9.4k | 52.38 |