Charles Schwab Corporation shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.8M | 105k | 54.93 |
| 2023-06-30 | $3.0M | 56k | 54.07 |
| 2023-03-31 | $2.8M | 53k | 52.66 |
| 2022-12-31 | $7.4M | 89k | 83.36 |
| 2022-09-30 | $4.5M | 62k | 71.93 |
| 2022-06-30 | $3.3M | 52k | 63.20 |
| 2022-03-31 | $2.6M | 31k | 84.48 |
| 2021-12-31 | $2.8M | 33k | 84.12 |
| 2021-09-30 | $2.0M | 28k | 72.80 |
| 2021-06-30 | $1.7M | 24k | 72.83 |
| 2021-03-31 | $205k | 3.2k | 64.94 |
| 2020-12-31 | $21k | 380 | 55.26 |
| 2020-09-30 | $9.0k | 236 | 38.14 |
| 2020-06-30 | $8.0k | 236 | 33.90 |
| 2020-03-31 | $7.9k | 236 | 33.62 |
| 2019-12-31 | $1.7M | 3.6k | 475.64 |
| 2019-09-30 | $257k | 6.1k | 41.80 |
| 2019-06-30 | $243k | 6.1k | 40.16 |
| 2019-03-31 | $110k | 2.6k | 42.97 |
| 2015-09-30 | $42k | 1.5k | 28.77 |
| 2015-06-30 | $48k | 1.5k | 32.88 |
| 2013-09-30 | $3.0k | 125 | 24.00 |