Charles Schwab Corporation shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 29k | 99.91 |
| 2025-09-30 | $3.2M | 34k | 95.47 |
| 2025-06-30 | $2.6M | 29k | 91.24 |
| 2025-03-31 | $1.8M | 24k | 78.28 |
| 2024-12-31 | $1.5M | 21k | 74.01 |
| 2024-09-30 | $1.3M | 19k | 66.39 |
| 2024-06-30 | $1.4M | 19k | 73.69 |
| 2024-03-31 | $1.2M | 17k | 72.34 |
| 2023-12-31 | $1.2M | 17k | 68.80 |
| 2023-09-30 | $761k | 14k | 54.90 |
| 2023-06-30 | $714k | 13k | 56.68 |
| 2023-03-31 | $700k | 13k | 52.38 |
| 2022-12-31 | $1.5M | 18k | 83.26 |
| 2022-06-30 | $813k | 13k | 63.18 |
| 2022-03-31 | $877k | 10k | 84.35 |
| 2021-12-31 | $901k | 11k | 84.06 |
| 2021-06-30 | $344k | 4.7k | 72.80 |
| 2021-03-31 | $270k | 4.1k | 65.23 |
More positions owned by Coldstream Capital Management
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