Charles Schwab Corporation shares owned by Vanguard Capital Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vanguard Capital Wealth Advisors
from 13F filings
Historical chart of Vanguard Capital Wealth Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Vanguard Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Vanguard Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $613k | 9.5k | 64.81 |
2024-03-31 | $637k | 8.8k | 72.34 |
2023-12-31 | $750k | 11k | 68.80 |
2023-09-30 | $203k | 3.7k | 54.90 |
2019-06-30 | $222k | 5.5k | 40.12 |
2019-03-31 | $373k | 8.7k | 42.72 |
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