Charles Schwab Corporation shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 18k | 72.35 |
| 2023-12-31 | $802k | 12k | 68.81 |
| 2023-09-30 | $355k | 6.5k | 54.86 |
| 2023-06-30 | $348k | 6.1k | 56.71 |
| 2023-03-31 | $369k | 7.0k | 52.38 |
| 2022-12-31 | $1.8M | 21k | 83.26 |
| 2022-09-30 | $1.7M | 22k | 79.37 |
| 2022-06-30 | $1.0M | 15k | 71.43 |
| 2022-03-31 | $2.0M | 14k | 142.86 |
| 2021-12-31 | $985k | 14k | 71.43 |
More positions owned by Schechter Investment Advisors
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