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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Quarterly reported holdings in Schwab Charles Corp by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $100k | 100k | 1.00 |
| 2024-12-31 | $99k | 100k | 0.99 |
| 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 |