Charles Schwab Corporation shares owned by Cabot Money Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cabot Money Management
from 13F filings
Historical chart of Cabot Money Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Cabot Money Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Cabot Money Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 45k | 64.81 |
| 2024-06-30 | $3.3M | 45k | 73.69 |
| 2024-03-31 | $3.5M | 49k | 72.34 |
| 2023-12-31 | $3.4M | 49k | 68.80 |
| 2023-09-30 | $1.9M | 35k | 54.91 |
| 2023-06-30 | $1.9M | 34k | 56.68 |
| 2023-03-31 | $1.0M | 19k | 52.40 |
| 2011-06-30 | $224k | 14k | 16.41 |