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Charles Schwab Corporation shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Feltz Wealth PLAN consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-03-31 $539k 7.4k 72.34
2023-12-31 $1.9M 28k 68.80
2023-09-30 $1.5M 27k 54.90
2023-06-30 $1.1M 19k 56.68
2023-03-31 $0 16k 0.00
2020-03-31 $279k 8.4k 33.40
2017-03-31 $87k 2.2k 39.48
2016-09-30 $232k 7.3k 31.85
2016-06-30 $407 16k 0.03
2015-12-31 $392k 24k 16.48