Charles Schwab Corporation shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $235k | 3.3k | 71.88 |
2023-12-31 | $256k | 3.7k | 68.81 |
2023-06-30 | $222k | 3.8k | 58.52 |
2020-12-31 | $72k | 1.4k | 53.06 |
More positions owned by Capital Asset Advisory Services
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