Charles Schwab Corporation shares owned by Wealth Alliance
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $990k | 18k | 56.68 |
| 2023-03-31 | $1.0M | 20k | 52.38 |
| 2022-12-31 | $1.8M | 22k | 83.26 |
| 2022-09-30 | $1.5M | 21k | 71.88 |
| 2022-06-30 | $1.3M | 21k | 63.17 |
| 2022-03-31 | $1.5M | 17k | 84.29 |
| 2021-12-31 | $1.5M | 18k | 84.10 |
| 2021-09-30 | $1.3M | 18k | 72.81 |
| 2021-06-30 | $1.3M | 18k | 72.81 |
| 2021-03-31 | $1.2M | 19k | 65.18 |
| 2020-12-31 | $1.1M | 21k | 53.06 |
| 2020-09-30 | $723k | 20k | 36.22 |
| 2020-06-30 | $697k | 21k | 33.76 |
| 2020-03-31 | $534k | 16k | 33.59 |
| 2019-12-31 | $564k | 12k | 47.54 |