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Charles Schwab Corporation shares owned by FORA Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by FORA Capital from 13F filings

Historical chart of FORA Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by FORA Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by FORA Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 12k 157.07
2025-06-30 $4.8M 52k 91.24
2022-06-30 $1.0M 17k 63.19
2021-09-30 $839k 12k 72.81
2021-06-30 $921k 13k 72.82
2020-12-31 $155k 2.9k 53.14
2019-12-31 $684k 14k 47.56