Charles Schwab Corporation shares owned by Nicholas Hoffman & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nicholas Hoffman & Company
from 13F filings
Historical chart of Nicholas Hoffman & Company investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Nicholas Hoffman & Company 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 Nicholas Hoffman & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 95.47 |
| 2025-06-30 | $1.5M | 17k | 91.24 |
| 2025-03-31 | $1.7M | 22k | 78.28 |
| 2024-12-31 | $1.6M | 21k | 74.01 |
| 2024-09-30 | $1.4M | 21k | 64.81 |
| 2024-06-30 | $1.5M | 20k | 73.69 |
| 2024-03-31 | $1.5M | 21k | 72.34 |
| 2023-12-31 | $1.4M | 21k | 68.80 |
| 2023-09-30 | $1.2M | 22k | 54.90 |
| 2023-06-30 | $1.2M | 22k | 56.68 |
| 2023-03-31 | $1.2M | 22k | 52.38 |
| 2022-12-31 | $1.5M | 17k | 83.26 |
| 2022-09-30 | $1.2M | 17k | 71.88 |
| 2022-06-30 | $1.0M | 16k | 63.16 |
| 2022-03-31 | $1.3M | 16k | 84.32 |
| 2021-12-31 | $1.3M | 15k | 84.10 |
| 2021-09-30 | $1.1M | 16k | 72.84 |
| 2021-06-30 | $1.2M | 16k | 72.79 |
| 2021-03-31 | $1.1M | 17k | 65.17 |
| 2020-12-31 | $1.2M | 23k | 53.04 |
| 2020-09-30 | $832k | 23k | 36.23 |
| 2020-06-30 | $537k | 16k | 33.75 |
| 2020-03-31 | $549k | 16k | 33.61 |
| 2016-12-31 | $595k | 15k | 40.17 |
| 2016-09-30 | $826k | 26k | 31.56 |
| 2016-06-30 | $669k | 26k | 25.30 |
More positions owned by Nicholas Hoffman & Company
View all positions for Nicholas Hoffman & Company