Charles Schwab Corporation shares owned by IFG Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 34k | 72.34 |
| 2023-12-31 | $2.3M | 34k | 68.80 |
| 2023-09-30 | $1.8M | 34k | 54.90 |
| 2023-06-30 | $1.9M | 34k | 56.68 |
| 2023-03-31 | $249k | 4.8k | 52.39 |
| 2022-12-31 | $503k | 6.0k | 83.24 |
| 2022-09-30 | $443k | 6.2k | 71.74 |
| 2022-06-30 | $381k | 6.0k | 63.17 |
| 2022-03-31 | $612k | 7.3k | 84.23 |
| 2021-12-31 | $1.4M | 17k | 84.05 |
| 2021-09-30 | $1.2M | 17k | 72.82 |
| 2021-06-30 | $1.2M | 17k | 72.76 |
| 2021-03-31 | $1.2M | 18k | 65.18 |
| 2020-12-31 | $958k | 18k | 53.03 |
| 2020-09-30 | $656k | 18k | 36.18 |
| 2020-06-30 | $605k | 18k | 33.73 |
| 2020-03-31 | $296k | 8.8k | 33.61 |
| 2019-12-31 | $382k | 8.0k | 47.56 |
| 2019-09-30 | $334k | 8.0k | 41.71 |
| 2019-06-30 | $371k | 9.3k | 40.09 |
| 2019-03-31 | $377k | 8.8k | 42.68 |
| 2018-12-31 | $381k | 9.2k | 41.43 |
| 2018-09-30 | $495k | 10k | 49.09 |
| 2018-06-30 | $515k | 10k | 51.06 |
| 2018-03-31 | $473k | 9.1k | 52.20 |
| 2017-12-31 | $461k | 9.0k | 51.30 |