Charles Schwab Corporation shares owned by SeaCrest Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SeaCrest Wealth Management
from 13F filings
Historical chart of SeaCrest Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by SeaCrest Wealth Management 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 SeaCrest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $902k | 9.6k | 93.79 |
| 2025-06-30 | $831k | 9.1k | 91.24 |
| 2025-03-31 | $897k | 12k | 78.28 |
| 2024-12-31 | $870k | 12k | 74.01 |
| 2024-09-30 | $878k | 14k | 64.81 |
| 2024-06-30 | $1.2M | 17k | 73.69 |
| 2024-03-31 | $1.1M | 16k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 67.23 |
| 2023-09-30 | $908k | 17k | 54.90 |
| 2023-06-30 | $864k | 15k | 56.68 |
| 2023-03-31 | $713k | 14k | 52.38 |
| 2022-12-31 | $670k | 8.0k | 83.26 |
| 2022-09-30 | $558k | 7.8k | 71.90 |
| 2022-06-30 | $427k | 6.8k | 63.25 |
| 2022-03-31 | $438k | 5.2k | 84.23 |
| 2021-12-31 | $377k | 4.5k | 84.06 |
| 2021-09-30 | $329k | 4.5k | 72.95 |
| 2021-06-30 | $318k | 4.4k | 72.79 |
| 2021-03-31 | $258k | 4.0k | 65.17 |
| 2020-12-31 | $786k | 15k | 53.06 |
| 2020-09-30 | $509k | 14k | 36.24 |
| 2020-06-30 | $464k | 14k | 33.73 |
| 2019-09-30 | $233k | 5.6k | 41.84 |
| 2019-03-31 | $184k | 4.3k | 42.73 |
| 2018-12-31 | $173k | 4.2k | 41.65 |
| 2018-09-30 | $238k | 4.8k | 49.19 |
| 2018-06-30 | $229k | 4.5k | 51.01 |
| 2018-03-31 | $242k | 4.6k | 52.12 |
| 2017-12-31 | $222k | 4.3k | 51.31 |
More positions owned by SeaCrest Wealth Management
View all positions for SeaCrest Wealth Management