Charles Schwab Corporation shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 237k | 72.34 |
| 2023-12-31 | $19M | 270k | 68.80 |
| 2023-09-30 | $13M | 243k | 54.90 |
| 2023-06-30 | $11M | 193k | 56.68 |
| 2023-03-31 | $9.5M | 182k | 52.38 |
| 2022-12-31 | $25M | 295k | 83.26 |
| 2022-09-30 | $21M | 290k | 71.87 |
| 2022-06-30 | $9.9M | 156k | 63.18 |
| 2022-03-31 | $12M | 138k | 84.31 |
| 2021-12-31 | $11M | 125k | 84.10 |
| 2021-09-30 | $9.3M | 128k | 72.84 |
| 2021-06-30 | $8.8M | 121k | 72.81 |
| 2021-03-31 | $8.2M | 126k | 65.18 |
| 2020-12-31 | $7.3M | 137k | 53.04 |
| 2020-09-30 | $5.3M | 140k | 37.73 |
| 2020-06-30 | $5.7M | 174k | 33.02 |
| 2020-03-31 | $6.1M | 185k | 32.96 |
| 2019-12-31 | $8.6M | 178k | 48.23 |
| 2019-09-30 | $5.9M | 140k | 41.83 |
| 2019-06-30 | $5.7M | 142k | 40.19 |
| 2019-03-31 | $4.3M | 100k | 42.76 |
| 2018-12-31 | $3.4M | 81k | 41.53 |
| 2018-09-30 | $1.3M | 27k | 49.14 |
| 2018-06-30 | $325k | 6.4k | 51.03 |
| 2018-03-31 | $334k | 6.6k | 50.39 |
| 2017-12-31 | $324k | 6.3k | 51.33 |
| 2017-06-30 | $273k | 6.4k | 42.89 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors