Charles Schwab Corporation shares owned by Fortitude Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fortitude Family Office
from 13F filings
Historical chart of Fortitude Family Office investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Fortitude Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 611 | 95.47 |
| 2025-06-30 | $56k | 611 | 91.24 |
| 2025-03-31 | $47k | 604 | 78.28 |
| 2024-12-31 | $45k | 604 | 74.01 |
| 2024-09-30 | $36k | 558 | 64.81 |
| 2024-06-30 | $29k | 389 | 73.69 |
| 2024-03-31 | $14k | 197 | 72.34 |
| 2023-12-31 | $14k | 197 | 68.80 |