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Charles Schwab Corporation shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 27k 72.34
2023-12-31 $2.2M 32k 68.80
2023-09-30 $1.6M 30k 54.90
2023-06-30 $1.3M 23k 56.68
2023-03-31 $240k 4.6k 52.38
2019-09-30 $13k 320 40.62
2019-06-30 $14k 320 43.75
2019-03-31 $14k 320 43.75
2018-12-31 $12k 296 40.54