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Charles Schwab Corporation shares owned by KG&L Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by KG&L Capital Management from 13F filings

Historical chart of KG&L Capital Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by KG&L Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by KG&L Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $587k 9.1k 64.81
2023-12-31 $236k 3.4k 68.80
2023-06-30 $229k 4.0k 56.68