Charles Schwab Corporation shares owned by First Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Capital Advisors
from 13F filings
Historical chart of First Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by First Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $630k | 11k | 56.68 |
| 2023-03-31 | $598k | 11k | 52.38 |
| 2022-12-31 | $677k | 8.1k | 83.26 |
| 2022-09-30 | $602k | 8.4k | 71.87 |
| 2022-06-30 | $516k | 8.2k | 63.13 |
| 2018-03-31 | $154k | 2.9k | 52.33 |