Charles Schwab Corporation shares owned by Clear Perspective Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clear Perspective Advisors
from 13F filings
Historical chart of Clear Perspective Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Clear Perspective Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $520k | 6.2k | 84.16 |
| 2021-09-30 | $407k | 5.6k | 72.76 |
| 2021-06-30 | $430k | 5.9k | 72.80 |
| 2021-03-31 | $244k | 3.7k | 65.19 |
| 2019-12-31 | $294k | 6.2k | 47.60 |
| 2019-09-30 | $219k | 5.2k | 41.78 |
| 2019-06-30 | $202k | 5.0k | 40.21 |
| 2019-03-31 | $216k | 4.7k | 45.68 |
| 2018-06-30 | $702k | 14k | 51.07 |
| 2018-03-31 | $667k | 13k | 52.23 |
| 2017-06-30 | $75k | 1.8k | 42.86 |
| 2017-03-31 | $71k | 1.8k | 40.57 |
| 2016-12-31 | $69k | 1.8k | 39.43 |
More positions owned by Clear Perspective Advisors
View all positions for Clear Perspective Advisors