Charles Schwab Corporation shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $380k | 5.5k | 68.80 |
| 2023-09-30 | $253k | 4.6k | 54.90 |
| 2023-06-30 | $316k | 5.6k | 56.68 |
| 2023-03-31 | $972k | 19k | 52.38 |
| 2022-12-31 | $1.4M | 17k | 83.26 |
| 2022-09-30 | $1.2M | 16k | 71.86 |
| 2022-06-30 | $811k | 13k | 63.21 |
| 2022-03-31 | $1.2M | 14k | 84.33 |
| 2021-12-31 | $691k | 8.2k | 84.07 |
| 2021-09-30 | $390k | 5.3k | 72.91 |
| 2021-06-30 | $285k | 3.9k | 72.80 |
| 2020-06-30 | $231k | 6.8k | 33.80 |