Charles Schwab Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 95.47 |
| 2021-12-31 | $1.3M | 15k | 84.10 |
| 2021-09-30 | $1.1M | 15k | 72.84 |
| 2021-06-30 | $1.1M | 15k | 72.81 |
| 2021-03-31 | $1.2M | 18k | 65.18 |
| 2020-12-31 | $826k | 16k | 53.04 |
| 2020-09-30 | $568k | 16k | 36.23 |
| 2020-06-30 | $868k | 26k | 33.74 |
| 2020-03-31 | $907k | 27k | 33.62 |
| 2019-12-31 | $1.2M | 26k | 47.56 |