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

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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
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