Nicholas Hoffman & Company »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
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