Charles Schwab Corporation shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Charles Schwab Corporation
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Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Private Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $24k | 333 | 72.34 |
2023-12-31 | $23k | 328 | 68.80 |
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