Charles Schwab Corporation shares owned by Arlington Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Arlington Trust
from 13F filings
Historical chart of Arlington Trust investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Arlington Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Arlington Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.0k | 60 | 99.92 |
| 2025-09-30 | $30k | 311 | 95.47 |
| 2025-06-30 | $19k | 211 | 91.24 |
| 2025-03-31 | $17k | 211 | 78.28 |
| 2024-12-31 | $16k | 211 | 74.01 |
| 2024-09-30 | $14k | 211 | 64.81 |
| 2024-06-30 | $16k | 211 | 73.69 |
| 2024-03-31 | $15k | 211 | 72.34 |
| 2023-12-31 | $21k | 308 | 68.80 |
| 2023-09-30 | $271k | 4.9k | 54.90 |