Charles Schwab Corporation shares owned by Coastwise Capital Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coastwise Capital Group
from 13F filings
Historical chart of Coastwise Capital Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Coastwise Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 4.8k | 95.47 |
| 2025-06-30 | $434k | 4.8k | 91.24 |
| 2025-03-31 | $395k | 5.0k | 78.27 |
| 2024-12-31 | $463k | 6.3k | 74.01 |
| 2024-09-30 | $392k | 6.1k | 64.81 |
| 2024-06-30 | $379k | 5.1k | 73.68 |
| 2024-03-31 | $459k | 6.3k | 72.34 |
| 2023-12-31 | $325k | 4.7k | 68.81 |
| 2023-09-30 | $292k | 5.3k | 54.90 |
| 2023-06-30 | $318k | 5.6k | 56.68 |