Charles Schwab Corporation shares owned by Sage Rhino Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sage Rhino Capital
from 13F filings
Historical chart of Sage Rhino Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sage Rhino Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-09-30 | $915k | 14k | 64.81 |
| 2024-06-30 | $975k | 13k | 73.69 |
| 2024-03-31 | $947k | 13k | 72.34 |
| 2023-12-31 | $831k | 12k | 68.80 |
| 2023-09-30 | $665k | 12k | 54.90 |
| 2023-06-30 | $517k | 9.1k | 56.68 |
| 2023-03-31 | $518k | 9.9k | 52.38 |
| 2022-12-31 | $886k | 11k | 83.26 |
| 2022-09-30 | $756k | 11k | 71.88 |
| 2022-06-30 | $765k | 12k | 63.20 |
| 2022-03-31 | $1.1M | 13k | 84.34 |
| 2021-12-31 | $1.2M | 14k | 84.13 |
| 2021-09-30 | $1.2M | 16k | 72.86 |
| 2021-06-30 | $1.2M | 16k | 72.81 |
| 2021-03-31 | $976k | 15k | 65.16 |
| 2020-12-31 | $808k | 15k | 53.02 |
| 2020-09-30 | $546k | 15k | 36.21 |
| 2020-06-30 | $425k | 13k | 33.77 |
| 2020-03-31 | $463k | 14k | 33.65 |
| 2019-12-31 | $640k | 13k | 47.83 |
| 2019-09-30 | $462k | 11k | 41.84 |
| 2019-06-30 | $414k | 10k | 40.22 |
| 2019-03-31 | $423k | 9.9k | 42.74 |