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Charles Schwab Corporation shares owned by Mendota Financial Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mendota Financial Group from 13F filings

Historical chart of Mendota Financial Group investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $119k 1.8k 64.81
2024-06-30 $132k 1.8k 73.69
2024-03-31 $193k 2.7k 72.34
2023-12-31 $227k 3.3k 68.79
2023-09-30 $152k 2.8k 54.90
2023-06-30 $157k 2.8k 56.68
2022-12-31 $123k 1.5k 83.26