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Charles Schwab Corporation shares owned by Greenup Street Wealth Management

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

Historical chart of Greenup Street Wealth Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Greenup Street Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 54k 72.34
2023-12-31 $4.7M 69k 68.80
2023-09-30 $3.8M 70k 54.90
2023-06-30 $3.5M 61k 56.68
2023-03-31 $2.9M 56k 52.38
2022-12-31 $1.7M 20k 83.26
2022-09-30 $1.4M 20k 71.89
2022-06-30 $958k 15k 63.16