Charles Schwab Corporation shares owned by Coastline Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coastline Trust
from 13F filings
Historical chart of Coastline Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Coastline Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 44k | 72.34 |
| 2023-12-31 | $2.9M | 43k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $820k | 15k | 56.68 |
| 2020-12-31 | $416k | 7.9k | 52.99 |
| 2020-09-30 | $284k | 7.9k | 36.18 |
| 2020-06-30 | $265k | 7.9k | 33.76 |
| 2020-03-31 | $264k | 7.9k | 33.63 |
| 2019-12-31 | $373k | 7.9k | 47.52 |
| 2019-09-30 | $389k | 9.3k | 41.83 |
| 2019-06-30 | $635k | 16k | 40.19 |
| 2019-03-31 | $676k | 16k | 42.78 |
| 2018-12-31 | $656k | 16k | 41.52 |
| 2018-09-30 | $777k | 16k | 49.18 |
| 2018-06-30 | $807k | 16k | 51.08 |
| 2018-03-31 | $825k | 16k | 52.22 |
| 2017-12-31 | $812k | 16k | 51.39 |