Charles Schwab Corporation shares owned by Castleview Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Castleview Partners
from 13F filings
Historical chart of Castleview Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Castleview Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $253k | 3.4k | 73.84 |
| 2024-09-30 | $212k | 2.9k | 73.69 |
| 2024-06-30 | $212k | 2.9k | 73.69 |
| 2024-03-31 | $263k | 3.6k | 72.34 |
| 2023-12-31 | $208k | 3.0k | 68.81 |
| 2023-09-30 | $126k | 2.3k | 54.90 |
| 2023-06-30 | $851k | 15k | 56.68 |
| 2023-03-31 | $113k | 2.1k | 52.38 |
| 2022-12-31 | $165k | 2.0k | 83.26 |
| 2022-09-30 | $138k | 1.9k | 71.91 |
| 2022-06-30 | $2.0M | 124k | 15.83 |
| 2022-03-31 | $225k | 2.7k | 84.24 |
| 2021-12-31 | $2.8M | 235k | 11.89 |
| 2021-06-30 | $135k | 1.8k | 73.05 |
| 2018-03-31 | $206k | 3.9k | 52.30 |
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