Charles Schwab Corporation shares owned by Regatta Capital Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Regatta Capital Group
from 13F filings
Historical chart of Regatta Capital Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Regatta Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $686k | 9.5k | 72.34 |
2023-12-31 | $644k | 9.4k | 68.80 |
2023-09-30 | $518k | 9.4k | 54.90 |
2023-06-30 | $519k | 9.2k | 56.68 |
2023-03-31 | $539k | 6.5k | 83.26 |
2022-12-31 | $539k | 6.5k | 83.26 |
2022-09-30 | $366k | 5.8k | 63.21 |
2022-06-30 | $366k | 5.8k | 63.21 |
2022-03-31 | $397k | 4.7k | 84.29 |
2021-12-31 | $395k | 4.7k | 84.10 |