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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Founders Financial Securities
View all positions for Founders Financial Securities