Charles Schwab Corporation shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $360k | 4.3k | 83.26 |
2022-09-30 | $332k | 4.6k | 71.88 |
2022-06-30 | $300k | 4.8k | 63.08 |
2022-03-31 | $402k | 4.8k | 84.38 |
2021-12-31 | $415k | 4.9k | 84.03 |
2021-09-30 | $360k | 4.9k | 72.89 |
2021-06-30 | $396k | 5.4k | 72.87 |
2021-03-31 | $374k | 5.7k | 65.12 |
2020-12-31 | $298k | 5.6k | 52.97 |
2020-09-30 | $205k | 5.7k | 36.22 |
2019-12-31 | $258k | 5.4k | 47.60 |
2019-09-30 | $227k | 5.4k | 41.80 |
2019-06-30 | $245k | 6.1k | 40.16 |
2019-03-31 | $263k | 6.2k | 42.71 |
2018-12-31 | $142k | 3.4k | 41.59 |
2018-09-30 | $186k | 3.8k | 49.53 |
2018-06-30 | $194k | 3.8k | 51.01 |
2018-03-31 | $179k | 3.5k | 51.70 |
2017-12-31 | $178k | 3.5k | 51.42 |
2017-09-30 | $138k | 3.2k | 43.60 |
2017-06-30 | $136k | 3.1k | 43.63 |
2017-03-31 | $131k | 3.3k | 40.10 |
2016-12-31 | $116k | 3.0k | 38.93 |
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