Charles Schwab Corporation shares owned by Herbst Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Herbst Group
from 13F filings
Historical chart of Herbst Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Herbst Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 36k | 72.34 |
| 2023-12-31 | $3.2M | 47k | 68.80 |
| 2023-09-30 | $2.6M | 47k | 54.90 |
| 2023-06-30 | $2.6M | 46k | 56.68 |
| 2023-03-31 | $2.4M | 46k | 52.38 |
| 2022-12-31 | $1.9M | 22k | 83.26 |
| 2022-09-30 | $2.1M | 29k | 71.86 |
| 2022-06-30 | $1.9M | 30k | 63.92 |
| 2022-03-31 | $2.7M | 32k | 84.32 |
| 2021-12-31 | $2.7M | 32k | 84.11 |