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Charles Schwab Corporation shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by H&H Retirement Design & Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $898k 12k 74.26
2023-09-30 $411k 8.0k 51.33
2023-06-30 $479k 8.0k 59.93
2023-03-31 $206k 4.0k 51.49