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Charles Schwab Corporation shares owned by JT Stratford

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

Historical chart of JT Stratford investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by JT Stratford

Quarter filed Position value Share count Share price at filing
2023-12-31 $928k 14k 68.80
2023-09-30 $479k 8.7k 54.90
2023-06-30 $226k 4.0k 56.68
2023-03-31 $883k 17k 52.38
2022-12-31 $2.6M 31k 83.26
2022-09-30 $2.1M 29k 71.87
2022-06-30 $1.7M 26k 63.18
2022-03-31 $1.9M 22k 84.33
2021-12-31 $1.9M 22k 84.10
2021-09-30 $1.5M 21k 72.85
2021-06-30 $1.4M 19k 72.81
2021-03-31 $268k 4.1k 65.16
2020-12-31 $237k 4.5k 53.02
2019-12-31 $200k 4.2k 47.52
2019-09-30 $225k 5.4k 41.90
2019-06-30 $244k 6.1k 40.13
2019-03-31 $237k 5.5k 42.78