Frontier Wealth Management »

Charles Schwab Corporation shares owned by Frontier Wealth Management

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

Historical chart of Frontier Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Frontier Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $7.3M 91k 80.08
2022-03-31 $7.3M 91k 80.08
2021-12-31 $7.4M 88k 84.10
2021-09-30 $6.4M 88k 72.84
2021-06-30 $6.1M 84k 72.81
2021-03-31 $5.4M 84k 65.18
2020-12-31 $4.4M 84k 53.04
2020-09-30 $2.9M 79k 36.23
2020-06-30 $2.8M 82k 33.74
2020-03-31 $5.6M 166k 33.62
2019-12-31 $1.7M 35k 47.56
2019-09-30 $249k 5.9k 41.86
2019-06-30 $239k 5.9k 40.23
2019-03-31 $251k 5.9k 42.75
2018-12-31 $285k 6.9k 41.50
2018-09-30 $288k 5.9k 49.10
2018-06-30 $274k 5.4k 51.09
2018-03-31 $326k 6.3k 52.14
2017-12-31 $270k 5.3k 51.42
2017-09-30 $209k 4.8k 43.67
2017-06-30 $210k 4.9k 43.03