Charles Schwab Corporation shares owned by Arcadia Investment Management Corp
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Arcadia Investment Management Corp
from 13F filings
Historical chart of Arcadia Investment Management Corp investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Arcadia Investment Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Arcadia Investment Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 182 | 95.47 |
| 2025-06-30 | $17k | 182 | 91.24 |
| 2025-03-31 | $14k | 182 | 78.28 |
| 2024-12-31 | $14k | 182 | 74.01 |
| 2023-09-30 | $8.8k | 161 | 54.90 |
| 2023-06-30 | $9.1k | 161 | 56.68 |
| 2023-03-31 | $3.0k | 58 | 52.40 |
| 2018-09-30 | $6.0k | 118 | 50.85 |
| 2018-06-30 | $6.0k | 118 | 50.85 |
| 2018-03-31 | $6.0k | 118 | 50.85 |
| 2017-12-31 | $6.0k | 118 | 50.85 |
| 2017-09-30 | $5.0k | 118 | 42.37 |
| 2017-06-30 | $5.0k | 118 | 42.37 |
| 2017-03-31 | $5.0k | 118 | 42.37 |
| 2016-12-31 | $5.0k | 118 | 42.37 |
| 2016-09-30 | $4.0k | 118 | 33.90 |
| 2016-06-30 | $3.0k | 118 | 25.42 |
| 2016-03-31 | $22k | 771 | 28.53 |
| 2015-12-31 | $22k | 653 | 33.69 |
| 2014-03-31 | $331k | 12k | 27.34 |
| 2013-12-31 | $315k | 12k | 26.02 |
| 2013-09-30 | $256k | 12k | 21.14 |
| 2013-06-30 | $257k | 12k | 21.23 |
| 2013-03-31 | $214k | 12k | 17.67 |
| 2012-12-31 | $174k | 12k | 14.37 |
| 2012-09-30 | $155k | 12k | 12.80 |
| 2012-06-30 | $157k | 12k | 12.97 |
| 2012-03-31 | $174k | 12k | 14.37 |
| 2011-12-31 | $136k | 12k | 11.23 |
| 2011-09-30 | $136k | 12k | 11.23 |
| 2011-06-30 | $199k | 12k | 16.44 |
| 2011-03-31 | $218k | 12k | 18.00 |
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