Historical shareholding details of Warren Averett Asset Management, LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Warren Averett Asset Management, LLC shareholding in Charles Schwab Corp. over the previous months

Month Name Total no. shares held Percent Holding
Dec 31, 2024 Warren Averett Asset Management, Llc 40,169 0.00%
Sep 30, 2024 Warren Averett Asset Management, Llc 37,736 0.00%
Jun 30, 2024 Warren Averett Asset Management, Llc 40,800 0.00%
Mar 31, 2024 Warren Averett Asset Management, Llc 24,881 0.00%
Dec 31, 2023 Warren Averett Asset Management, Llc 25,697 0.00%
Sep 30, 2023 Warren Averett Asset Management, Llc 3,824 0.00%
Jun 30, 2023 Warren Averett Asset Management, Llc 4,157 0.00%
Mar 31, 2023 Warren Averett Asset Management, Llc 0 0.00%

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