Charles Schwab Corporation shares owned by Golden State Equity Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Golden State Equity Partners
from 13F filings
Historical chart of Golden State Equity Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Golden State Equity Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $903k | 12k | 74.01 |
2024-09-30 | $201k | 3.1k | 64.79 |
2024-06-30 | $1.4M | 19k | 73.69 |
2023-12-31 | $1.3M | 19k | 68.80 |
2023-09-30 | $699k | 13k | 54.90 |
2023-06-30 | $1.3M | 23k | 56.68 |
2023-03-31 | $899k | 17k | 52.38 |
More positions owned by Golden State Equity Partners
View all positions for Golden State Equity Partners