Charles Schwab Corporation shares owned by Freestone Capital Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Freestone Capital Holdings
from 13F filings
Historical chart of Freestone Capital Holdings investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Freestone Capital Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 8.7k | 95.47 |
| 2025-06-30 | $517k | 5.7k | 91.24 |
| 2025-03-31 | $395k | 5.0k | 78.28 |
| 2024-12-31 | $501k | 6.8k | 74.01 |
| 2024-06-30 | $250k | 3.4k | 73.69 |
| 2024-03-31 | $260k | 3.6k | 72.35 |
| 2023-12-31 | $253k | 3.7k | 68.80 |
| 2023-06-30 | $890k | 16k | 56.68 |
| 2022-12-31 | $230k | 2.8k | 83.26 |
| 2022-09-30 | $433k | 6.0k | 71.92 |
| 2022-06-30 | $231k | 3.7k | 63.15 |
| 2022-03-31 | $847k | 10k | 84.27 |
| 2021-12-31 | $531k | 6.3k | 84.17 |
| 2021-09-30 | $200k | 2.7k | 72.86 |
| 2020-12-31 | $36k | 679 | 53.04 |
| 2020-09-30 | $29k | 812 | 36.23 |
| 2020-06-30 | $750k | 22k | 33.73 |
| 2020-03-31 | $1.0M | 31k | 33.64 |
| 2019-12-31 | $1.1M | 23k | 47.55 |
| 2019-09-30 | $1.1M | 26k | 41.81 |
| 2019-06-30 | $978k | 24k | 40.17 |
| 2019-03-31 | $965k | 23k | 42.76 |
| 2018-12-31 | $481k | 12k | 41.49 |
| 2018-09-30 | $262k | 5.3k | 49.24 |
| 2013-09-30 | $580k | 27k | 21.14 |
| 2013-06-30 | $954k | 45k | 21.23 |
More positions owned by Freestone Capital Holdings
View all positions for Freestone Capital Holdings