Charles Schwab Corporation shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.4M | 26k | 91.24 |
| 2025-03-31 | $1.9M | 25k | 78.28 |
| 2024-12-31 | $1.9M | 26k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.81 |
| 2024-06-30 | $1.9M | 25k | 73.69 |
| 2024-03-31 | $1.8M | 25k | 72.34 |
| 2023-12-31 | $1.7M | 25k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.3M | 24k | 56.68 |
| 2023-03-31 | $1.0M | 19k | 52.38 |