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Charles Schwab Corporation shares owned by Founders Financial Securities

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $739k 10k 72.34
2023-12-31 $701k 10k 68.80
2023-09-30 $559k 10k 54.90
2023-06-30 $684k 12k 56.68
2023-03-31 $888k 17k 52.38
2022-12-31 $1.3M 16k 83.26
2022-09-30 $1.1M 15k 71.89
2022-06-30 $959k 15k 63.18
2022-03-31 $1.3M 15k 84.32
2021-12-31 $1.3M 15k 84.11
2021-09-30 $1.1M 15k 72.82
2021-06-30 $1.1M 15k 72.79
2021-03-31 $259k 4.0k 65.22
2020-12-31 $210k 4.0k 53.03