Charles Schwab Corporation shares owned by Ronald Blue Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ronald Blue Trust
from 13F filings
Historical chart of Ronald Blue Trust investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Ronald Blue Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 20k | 73.69 |
| 2024-06-30 | $991k | 14k | 72.34 |
| 2024-03-31 | $730k | 10k | 72.33 |
| 2023-12-31 | $379k | 6.9k | 54.70 |
| 2023-09-30 | $354k | 6.2k | 56.76 |
| 2023-06-30 | $154k | 2.9k | 52.98 |
| 2023-03-31 | $938k | 11k | 82.87 |
| 2022-12-31 | $1.1M | 15k | 71.78 |
| 2022-09-30 | $528k | 8.4k | 63.24 |
| 2022-06-30 | $473k | 5.6k | 84.35 |