Charles Schwab Corporation shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $54k | 725 | 74.45 |
| 2024-09-30 | $2.1k | 31 | 67.81 |
| 2024-06-30 | $1.2M | 17k | 73.69 |
| 2024-03-31 | $1.1M | 16k | 72.34 |
| 2023-12-31 | $1.1M | 15k | 68.80 |
| 2023-09-30 | $769k | 14k | 56.68 |
| 2023-06-30 | $804k | 14k | 56.68 |
| 2023-03-31 | $639k | 12k | 52.38 |
| 2022-12-31 | $883k | 11k | 83.26 |
| 2022-09-30 | $770k | 11k | 71.90 |
| 2022-06-30 | $700k | 11k | 63.90 |
| 2022-03-31 | $909k | 11k | 84.35 |
| 2021-12-31 | $902k | 11k | 84.12 |
| 2021-09-30 | $833k | 11k | 72.83 |
| 2021-06-30 | $844k | 12k | 72.85 |
| 2021-03-31 | $788k | 12k | 65.17 |
| 2020-12-31 | $638k | 12k | 53.08 |
| 2020-09-30 | $435k | 12k | 36.21 |
| 2020-06-30 | $372k | 11k | 33.70 |
| 2020-03-31 | $370k | 11k | 33.62 |
| 2019-12-31 | $702k | 14k | 50.00 |
| 2019-09-30 | $459k | 12k | 40.00 |
| 2019-06-30 | $427k | 11k | 40.00 |
| 2019-03-31 | $426k | 9.5k | 45.00 |
More positions owned by Coastal Investment Advisors
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