Charles Schwab Corporation shares owned by Heartland Bank & Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Heartland Bank & Trust
from 13F filings
Historical chart of Heartland Bank & Trust investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Heartland Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Heartland Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $751k | 7.5k | 99.91 |
| 2025-09-30 | $563k | 5.9k | 95.47 |
| 2025-06-30 | $544k | 6.0k | 91.24 |
| 2025-03-31 | $473k | 6.0k | 78.28 |
| 2024-12-31 | $599k | 8.1k | 74.01 |
| 2024-09-30 | $546k | 8.4k | 64.81 |
| 2024-06-30 | $666k | 9.0k | 73.69 |
| 2024-03-31 | $648k | 9.0k | 72.34 |
| 2023-12-31 | $621k | 9.0k | 68.80 |
| 2023-09-30 | $501k | 9.1k | 54.90 |
| 2023-06-30 | $511k | 9.0k | 56.68 |
| 2023-03-31 | $540k | 10k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $848k | 12k | 71.87 |
| 2022-06-30 | $756k | 12k | 63.18 |
| 2022-03-31 | $970k | 12k | 84.33 |
| 2021-12-31 | $1.9M | 23k | 84.12 |
| 2021-09-30 | $1.6M | 22k | 72.82 |
| 2021-06-30 | $1.4M | 20k | 72.81 |
| 2021-03-31 | $1.5M | 23k | 65.16 |
| 2020-12-31 | $514k | 9.7k | 53.06 |