Charles Schwab Corporation shares owned by Loring Wolcott Coolidge Fa
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Loring Wolcott Coolidge Fa
from 13F filings
Historical chart of Loring Wolcott Coolidge Fa investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Loring Wolcott Coolidge Fa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $954k | 10k | 94.60 |
| 2024-03-31 | $7.4k | 100 | 74.26 |
| 2022-12-31 | $1.0k | 19 | 52.63 |
| 2022-09-30 | $1.0k | 19 | 52.63 |
| 2022-06-30 | $1.0k | 19 | 52.63 |
| 2022-03-31 | $123k | 1.5k | 84.54 |
| 2021-12-31 | $162k | 1.9k | 84.16 |
| 2021-09-30 | $143k | 2.0k | 72.88 |
| 2021-06-30 | $158k | 2.2k | 72.88 |
| 2019-09-30 | $239k | 5.7k | 41.91 |
| 2019-06-30 | $232k | 5.8k | 40.11 |
| 2019-03-31 | $247k | 5.8k | 42.70 |
| 2018-12-31 | $351k | 8.5k | 41.52 |
| 2018-09-30 | $550k | 11k | 49.16 |
| 2018-06-30 | $572k | 11k | 51.12 |
| 2018-03-31 | $232k | 4.4k | 52.30 |
| 2017-09-30 | $4.0k | 92 | 43.48 |
| 2017-06-30 | $3.0k | 63 | 47.62 |
| 2014-12-31 | $6.0k | 200 | 30.00 |
| 2014-03-31 | $11k | 385 | 28.57 |
| 2013-12-31 | $28k | 1.1k | 26.32 |
| 2013-09-30 | $22k | 1.1k | 20.68 |
| 2013-06-30 | $8.0k | 385 | 20.78 |
| 2013-03-31 | $7.0k | 385 | 18.18 |
| 2012-12-31 | $6.0k | 385 | 15.58 |
| 2012-09-30 | $5.0k | 385 | 12.99 |
| 2012-06-30 | $5.0k | 385 | 12.99 |
| 2012-03-31 | $40k | 2.8k | 14.31 |
| 2011-12-31 | $31k | 2.8k | 11.09 |
| 2011-03-31 | $88k | 4.9k | 18.01 |
More positions owned by Loring Wolcott Coolidge Fa
View all positions for Loring Wolcott Coolidge Fa