Charles Schwab Corporation shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 26k | 72.34 |
2023-12-31 | $1.6M | 25k | 62.27 |
2023-09-30 | $3.8M | 69k | 54.90 |
2023-06-30 | $3.3M | 58k | 56.68 |
2023-03-31 | $2.1M | 39k | 52.38 |
2022-12-31 | $1.9M | 23k | 83.26 |
2022-09-30 | $1.9M | 27k | 71.87 |
2022-06-30 | $1.5M | 23k | 63.44 |
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