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Charles Schwab Corporation shares owned by Green Square Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Green Square Capital from 13F filings

Historical chart of Green Square Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Green Square Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Green Square Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $406k 5.9k 68.80
2023-09-30 $337k 6.1k 54.90
2023-06-30 $339k 6.0k 56.68
2023-03-31 $270k 5.2k 52.38
2018-12-31 $865k 21k 41.50
2018-09-30 $1.0M 21k 49.16
2018-06-30 $1.1M 21k 51.09
2018-03-31 $1.1M 21k 52.24
2017-12-31 $1.1M 22k 51.35
2017-09-30 $974k 22k 43.76
2017-06-30 $460k 11k 42.97
2017-03-31 $360k 8.8k 40.83
2016-12-31 $427k 11k 39.44