Charles Schwab Corporation shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Sunbelt Securities
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $756k | 11k | 72.34 |
2023-12-31 | $724k | 11k | 68.80 |
2023-09-30 | $585k | 11k | 54.90 |
2023-06-30 | $64k | 1.1k | 56.68 |
2023-03-31 | $47k | 893 | 52.49 |
2019-12-31 | $1.5M | 31k | 47.55 |
2019-09-30 | $1.3M | 31k | 41.84 |
2016-06-30 | $38k | 1.5k | 25.31 |
2016-03-31 | $43k | 1.5k | 28.02 |
2015-12-31 | $50k | 1.5k | 32.93 |
2015-09-30 | $2.3k | 80 | 28.56 |
2015-06-30 | $2.6k | 80 | 32.65 |
2015-03-31 | $4.9k | 161 | 30.44 |