Charles Schwab Corporation shares owned by BankPlus Trust Department
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BankPlus Trust Department
from 13F filings
Historical chart of BankPlus Trust Department investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by BankPlus Trust Department consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by BankPlus Trust Department
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 2.2k | 95.47 |
| 2025-06-30 | $204k | 2.2k | 91.24 |
| 2025-03-31 | $177k | 2.3k | 78.28 |
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