Charles Schwab Corporation shares owned by Northstar Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Northstar Asset Management
from 13F filings
Historical chart of Northstar Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Northstar Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $31k | 300 | 101.97 |
| 2022-03-31 | $260k | 3.1k | 84.29 |
| 2021-12-31 | $259k | 3.1k | 83.93 |
| 2021-09-30 | $225k | 3.1k | 72.86 |
| 2021-06-30 | $225k | 3.1k | 72.86 |
| 2021-03-31 | $202k | 3.1k | 65.36 |
| 2020-09-30 | $825k | 23k | 36.25 |
| 2020-06-30 | $805k | 24k | 33.73 |
| 2020-03-31 | $802k | 24k | 33.60 |
| 2019-12-31 | $1.1M | 24k | 47.55 |
| 2019-09-30 | $989k | 24k | 41.84 |
| 2019-06-30 | $960k | 24k | 40.17 |
| 2019-03-31 | $1.0M | 24k | 42.75 |
| 2018-12-31 | $992k | 24k | 41.53 |
| 2018-09-30 | $1.2M | 24k | 49.17 |
| 2018-06-30 | $1.3M | 25k | 51.11 |
| 2018-03-31 | $1.3M | 26k | 52.20 |
| 2017-12-31 | $1.3M | 26k | 51.36 |
| 2017-09-30 | $1.1M | 26k | 43.73 |
| 2017-06-30 | $1.1M | 26k | 42.95 |
| 2017-03-31 | $1.1M | 26k | 40.80 |
| 2016-12-31 | $1.1M | 27k | 39.48 |
| 2016-09-30 | $851k | 27k | 31.58 |
| 2016-06-30 | $703k | 28k | 25.32 |
| 2016-03-31 | $787k | 28k | 28.03 |
More positions owned by Northstar Asset Management
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