Charles Schwab Corporation shares owned by Good Life Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Good Life Advisors
from 13F filings
Historical chart of Good Life Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Good Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $636k | 8.8k | 72.34 |
| 2023-12-31 | $652k | 9.5k | 68.80 |
| 2023-09-30 | $547k | 10k | 54.90 |
| 2023-06-30 | $627k | 11k | 56.68 |
| 2023-03-31 | $281k | 5.4k | 52.39 |
| 2022-12-31 | $348k | 4.2k | 83.27 |
| 2022-09-30 | $301k | 4.2k | 71.89 |
| 2022-03-31 | $250k | 3.0k | 84.26 |
| 2021-12-31 | $250k | 3.0k | 84.26 |
| 2021-09-30 | $218k | 3.0k | 72.74 |
| 2021-06-30 | $222k | 3.0k | 72.83 |
| 2021-03-31 | $217k | 3.3k | 64.80 |
| 2019-12-31 | $216k | 4.5k | 47.63 |
| 2018-12-31 | $271k | 6.5k | 41.49 |
| 2018-09-30 | $307k | 6.3k | 48.89 |
| 2018-06-30 | $423k | 8.3k | 51.03 |
| 2018-03-31 | $417k | 8.3k | 50.31 |
| 2017-12-31 | $409k | 7.8k | 52.11 |
| 2017-09-30 | $270k | 6.0k | 45.27 |
| 2017-06-30 | $261k | 6.0k | 43.76 |
| 2017-03-31 | $235k | 6.0k | 39.40 |