Charles Schwab Corporation shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Compass 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 Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.1M | 42k | 72.34 |
2023-12-31 | $3.0M | 44k | 68.80 |
2023-09-30 | $2.8M | 50k | 54.90 |
2023-06-30 | $3.1M | 54k | 56.68 |
2023-03-31 | $2.9M | 55k | 52.38 |
2022-12-31 | $5.7M | 68k | 83.26 |