Charles Schwab Corporation shares owned by CGC Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CGC Financial Services
from 13F filings
Historical chart of CGC Financial Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by CGC Financial Services 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 CGC Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 400 | 95.47 |
| 2025-06-30 | $37k | 400 | 91.24 |
| 2025-03-31 | $31k | 400 | 78.28 |
| 2024-12-31 | $30k | 400 | 74.01 |
| 2024-09-30 | $26k | 400 | 64.81 |
| 2024-06-30 | $30k | 400 | 73.69 |
| 2023-12-31 | $22k | 325 | 68.80 |
| 2023-06-30 | $76k | 1.3k | 56.68 |