Charles Schwab Corporation shares owned by Sonora Investment Management Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sonora Investment Management Group
from 13F filings
Historical chart of Sonora Investment Management Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sonora Investment Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 4.5k | 95.48 |
| 2025-06-30 | $423k | 4.6k | 91.25 |
| 2025-03-31 | $362k | 4.6k | 78.27 |
| 2024-12-31 | $356k | 4.8k | 74.01 |
| 2024-09-30 | $322k | 5.0k | 64.81 |
| 2024-06-30 | $389k | 5.4k | 72.34 |
| 2024-03-31 | $389k | 5.4k | 72.34 |
| 2023-09-30 | $295k | 5.4k | 54.90 |
| 2023-06-30 | $313k | 5.5k | 56.68 |
| 2023-03-31 | $276k | 5.3k | 52.38 |
| 2022-12-31 | $405k | 4.9k | 83.26 |
| 2022-09-30 | $270k | 4.3k | 63.23 |
| 2022-06-30 | $270k | 4.3k | 63.23 |
| 2022-03-31 | $348k | 4.1k | 84.16 |
| 2021-12-31 | $367k | 4.4k | 84.16 |
More positions owned by Sonora Investment Management Group
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