Charles Schwab Corporation shares owned by Aspen Grove Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aspen Grove Capital
from 13F filings
Historical chart of Aspen Grove Capital investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Aspen Grove Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Aspen Grove Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 2.1k | 95.47 |
| 2025-06-30 | $723k | 7.9k | 91.25 |
| 2025-03-31 | $858k | 11k | 78.29 |
| 2024-12-31 | $532k | 7.2k | 74.01 |
| 2024-09-30 | $465k | 7.2k | 64.81 |
| 2024-06-30 | $523k | 7.1k | 73.70 |
| 2024-03-31 | $514k | 7.1k | 72.34 |
| 2023-12-31 | $447k | 6.6k | 68.09 |
| 2023-09-30 | $373k | 6.8k | 54.90 |
| 2023-06-30 | $389k | 6.9k | 56.68 |