Charles Schwab Corporation shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 39k | 72.34 |
| 2023-12-31 | $2.7M | 39k | 68.80 |
| 2023-09-30 | $1.8M | 32k | 54.90 |
| 2023-06-30 | $598k | 11k | 56.68 |
| 2023-03-31 | $552k | 11k | 52.38 |
| 2022-12-31 | $603k | 7.2k | 83.26 |
| 2022-09-30 | $494k | 6.9k | 71.80 |
| 2022-06-30 | $396k | 6.3k | 63.21 |
| 2022-03-31 | $242k | 2.9k | 84.17 |
| 2021-12-31 | $242k | 2.9k | 84.06 |