Charles Schwab Corporation shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Zrc Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $296k | 4.6k | 64.82 |
2024-06-30 | $336k | 4.6k | 73.70 |
2024-03-31 | $481k | 6.6k | 72.34 |
2023-12-31 | $430k | 7.8k | 54.90 |
2023-09-30 | $309k | 5.6k | 54.90 |
2023-06-30 | $318k | 5.6k | 56.68 |
2023-03-31 | $315k | 6.0k | 52.38 |