Charles Schwab Corporation shares owned by Old Port Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Old Port Advisors
from 13F filings
Historical chart of Old Port Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Old Port Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $717k | 7.5k | 95.47 |
| 2025-06-30 | $699k | 7.7k | 91.23 |
| 2025-03-31 | $586k | 7.5k | 78.28 |
| 2024-12-31 | $549k | 7.4k | 74.01 |
| 2024-09-30 | $474k | 7.3k | 64.81 |
| 2024-06-30 | $549k | 7.5k | 73.69 |
| 2024-03-31 | $520k | 7.2k | 72.34 |
| 2023-12-31 | $560k | 8.1k | 68.80 |
| 2023-09-30 | $493k | 9.0k | 54.90 |
| 2023-03-31 | $400k | 7.7k | 51.71 |
| 2022-12-31 | $217k | 2.6k | 83.26 |
| 2022-09-30 | $202k | 2.7k | 76.08 |
| 2022-03-31 | $214k | 2.6k | 83.43 |
| 2021-12-31 | $209k | 2.3k | 90.83 |