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Southern First Bancshares shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Southern First Bancshares (SFST) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Southern First Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Southern First Bancshares held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern First Bancshares by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $761k 21k 37.10
2023-09-30 $553k 21k 26.94
2023-06-30 $508k 21k 24.75
2023-03-31 $628k 20k 30.70
2022-12-31 $913k 20k 45.75
2022-09-30 $817k 20k 41.69
2022-06-30 $856k 20k 43.62
2022-03-31 $985k 19k 50.87
2021-12-31 $1.2M 19k 62.51
2021-09-30 $1.0M 19k 53.55
2021-06-30 $933k 18k 51.17
2021-03-31 $857k 18k 46.89
2020-12-31 $592k 17k 35.39
2020-09-30 $405k 17k 24.20
2020-06-30 $486k 18k 27.73
2020-03-31 $477k 17k 28.38
2019-12-31 $715k 17k 42.54
2019-09-30 $670k 17k 39.86
2019-06-30 $630k 16k 39.16
2019-03-31 $517k 15k 33.90
2018-12-31 $478k 15k 32.13
2018-09-30 $585k 15k 39.33
2018-06-30 $658k 15k 44.24
2018-03-31 $494k 11k 44.50
2017-12-31 $458k 11k 41.26
2017-09-30 $320k 8.8k 36.36
2017-06-30 $327k 8.8k 37.16
2017-03-31 $288k 8.8k 32.73
2016-12-31 $317k 8.8k 36.02
2016-09-30 $243k 8.8k 27.61
2016-06-30 $213k 8.8k 24.20