Charles Schwab Corporation shares owned by Sonen Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sonen Capital
from 13F filings
Historical chart of Sonen Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sonen Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $598k | 8.7k | 68.80 |
| 2023-09-30 | $546k | 9.9k | 54.90 |
| 2023-06-30 | $563k | 9.9k | 56.68 |
| 2023-03-31 | $652k | 12k | 52.38 |
| 2022-12-31 | $1.8M | 22k | 83.26 |
| 2022-09-30 | $1.5M | 21k | 71.89 |
| 2022-06-30 | $1.5M | 24k | 63.16 |
| 2022-03-31 | $2.3M | 27k | 84.32 |
| 2021-12-31 | $2.3M | 28k | 84.11 |