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Schwab Charles Corp shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Schwab Charles Corp shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Schwab Charles Corp

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All positions including Schwab Charles Corp held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Corp by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $100k 100k 1.00
2024-06-30 $99k 100k 0.99
2024-03-31 $99k 100k 0.99
2023-12-31 $99k 100k 0.99
2023-09-30 $96k 100k 0.96
2023-06-30 $96k 100k 0.96
2023-03-31 $95k 100k 0.95

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Top funds holding Schwab Charles Corp

Montecito Bank & Trust

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