Charles Schwab Corporation shares owned by Sanibel Captiva Trust Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sanibel Captiva Trust Company
from 13F filings
Historical chart of Sanibel Captiva Trust Company investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Sanibel Captiva Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Sanibel Captiva Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.7M | 37k | 99.91 |
| 2025-09-30 | $2.5M | 26k | 95.47 |
| 2025-06-30 | $999k | 11k | 91.24 |
| 2025-03-31 | $280k | 3.6k | 78.28 |
| 2024-12-31 | $345k | 4.7k | 74.01 |
| 2024-09-30 | $201k | 3.1k | 64.81 |
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