Charles Schwab Corporation shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 28k | 74.01 |
| 2024-09-30 | $1.9M | 29k | 64.81 |
| 2024-06-30 | $2.2M | 29k | 73.69 |
| 2024-03-31 | $2.1M | 29k | 72.34 |
| 2023-12-31 | $2.0M | 30k | 68.80 |
| 2023-09-30 | $1.7M | 32k | 54.90 |
| 2023-06-30 | $2.0M | 35k | 56.68 |
| 2023-03-31 | $706k | 14k | 52.38 |
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