Charles Schwab Corporation shares owned by Caption Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Caption Management
from 13F filings
Historical chart of Caption Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Caption Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Caption Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $8.3M | 115k | 72.34 |
2023-12-31 | $5.5M | 80k | 68.80 |
2023-09-30 | $21M | 380k | 54.90 |
2023-03-31 | $30M | 579k | 52.38 |
2022-09-30 | $1.7M | 24k | 71.88 |
2022-03-31 | $29k | 341 | 85.04 |