Charles Schwab Corporation shares owned by Coastal Capital Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $168k | 3.0k | 56.68 |
| 2023-03-31 | $155k | 3.0k | 52.39 |
| 2022-12-31 | $148k | 2.1k | 71.88 |
| 2022-09-30 | $148k | 2.1k | 72.05 |
| 2022-06-30 | $129k | 2.0k | 62.99 |
| 2022-03-31 | $172k | 2.0k | 84.23 |
| 2021-12-31 | $171k | 2.0k | 83.95 |
| 2021-09-30 | $148k | 2.0k | 72.83 |
| 2021-06-30 | $148k | 2.0k | 72.98 |
| 2021-03-31 | $132k | 2.0k | 65.25 |
| 2020-12-31 | $107k | 2.0k | 53.05 |
| 2020-09-30 | $76k | 2.0k | 37.81 |
| 2020-06-30 | $67k | 2.0k | 33.50 |
| 2020-03-31 | $67k | 2.0k | 33.50 |