Charles Schwab Corporation shares owned by Mystic Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mystic Asset Management
from 13F filings
Historical chart of Mystic Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Mystic Asset Management 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 Mystic Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $891k | 11k | 78.28 |
| 2024-12-31 | $777k | 11k | 74.01 |
| 2024-09-30 | $645k | 10k | 64.81 |
| 2024-06-30 | $719k | 9.8k | 73.69 |
| 2024-03-31 | $710k | 9.8k | 72.34 |
| 2023-12-31 | $658k | 9.6k | 68.80 |
| 2023-09-30 | $251k | 4.6k | 54.90 |
| 2023-06-30 | $250k | 4.4k | 56.68 |
| 2022-06-30 | $215k | 3.4k | 62.90 |
| 2022-03-31 | $288k | 3.4k | 84.26 |
| 2021-12-31 | $287k | 3.4k | 83.97 |
More positions owned by Mystic Asset Management
Home Depot (HD)
View all positions for Mystic Asset Management