Inceptionr »

Charles Schwab Corporation shares owned by Inceptionr

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Inceptionr from 13F filings

Historical chart of Inceptionr investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Inceptionr consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Inceptionr

Quarter filed Position value Share count Share price at filing
2026-03-31 $786k 8.4k 93.98
2024-12-31 $1.2M 16k 74.01
2024-09-30 $242k 3.7k 64.81