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Charles Schwab Corporation shares owned by Columbia Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Columbia Asset Management from 13F filings

Historical chart of Columbia Asset Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Columbia Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Columbia Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 25k 73.69
2024-03-31 $1.2M 18k 68.83
2023-12-31 $1.2M 17k 68.81
2023-09-30 $885k 16k 54.90
2023-06-30 $663k 12k 56.69
2023-03-31 $296k 5.6k 52.44