Charles Schwab Corporation shares owned by Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wealth Advisors
from 13F filings
Historical chart of Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.5M | 65k | 54.90 |
| 2023-06-30 | $4.4M | 75k | 58.41 |
| 2023-03-31 | $2.6M | 50k | 51.71 |