Charles Schwab Corporation shares owned by Allen Mooney & Barnes Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Allen Mooney & Barnes Investment Advisors
from 13F filings
Historical chart of Allen Mooney & Barnes Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Allen Mooney & Barnes Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 179k | 70.62 |
| 2023-12-31 | $12M | 179k | 68.80 |
| 2023-06-30 | $9.5M | 167k | 56.68 |
| 2023-03-31 | $354k | 6.8k | 52.38 |
| 2022-12-31 | $630k | 7.6k | 83.26 |
| 2022-09-30 | $543k | 7.6k | 71.87 |
| 2022-06-30 | $483k | 7.6k | 63.18 |
| 2022-03-31 | $644k | 7.6k | 84.32 |
More positions owned by Allen Mooney & Barnes Investment Advisors
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