Charles Schwab Corporation shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $687k | 9.3k | 73.69 |
2024-03-31 | $519k | 7.2k | 72.34 |
2023-12-31 | $750k | 11k | 68.80 |
2023-09-30 | $781k | 14k | 54.90 |
2023-06-30 | $733k | 13k | 56.68 |
2023-03-31 | $237k | 4.5k | 52.38 |
2019-09-30 | $26k | 622 | 41.80 |