Charles Schwab Corporation shares owned by Money Concepts Capital Corp
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Money Concepts Capital Corp
from 13F filings
Historical chart of Money Concepts Capital Corp investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Money Concepts Capital Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 32k | 72.34 |
| 2023-12-31 | $2.2M | 32k | 68.81 |
| 2023-09-30 | $1.7M | 31k | 54.90 |
| 2023-06-30 | $1.4M | 25k | 56.68 |
| 2022-12-31 | $30k | 365 | 83.26 |
| 2022-09-30 | $20k | 280 | 71.43 |
| 2022-03-31 | $5.0k | 65 | 76.92 |
More positions owned by Money Concepts Capital Corp
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