Charles Schwab Corporation shares owned by Harbour Trust & Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Harbour Trust & Investment Management
from 13F filings
Historical chart of Harbour Trust & Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Harbour Trust & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $201k | 2.0k | 99.91 |
| 2025-06-30 | $321k | 3.5k | 91.24 |
| 2025-03-31 | $279k | 3.6k | 78.28 |
| 2024-12-31 | $264k | 3.6k | 74.01 |
| 2024-09-30 | $231k | 3.6k | 64.81 |
| 2024-06-30 | $263k | 3.6k | 73.69 |
| 2024-03-31 | $270k | 3.7k | 72.34 |
| 2023-12-31 | $325k | 4.7k | 68.80 |
More positions owned by Harbour Trust & Investment Management
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