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Charles Schwab Corporation shares owned by Red Spruce Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Red Spruce Capital from 13F filings

Historical chart of Red Spruce Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Red Spruce Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Red Spruce Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 39k 64.81
2024-06-30 $3.0M 41k 73.69
2024-03-31 $3.0M 41k 72.34
2023-12-31 $2.9M 42k 68.80
2023-09-30 $2.3M 42k 54.90
2023-06-30 $2.4M 42k 56.68
2023-03-31 $1.7M 33k 52.38
2022-12-31 $2.8M 34k 83.26
2022-09-30 $2.3M 32k 71.87
2022-06-30 $2.0M 32k 63.18
2022-03-31 $2.7M 32k 84.31
2021-12-31 $2.7M 32k 84.11
2021-09-30 $2.4M 33k 72.85
2021-06-30 $2.4M 32k 72.79
2021-03-31 $2.1M 32k 65.18
2020-12-31 $1.7M 32k 53.05