Charles Schwab Corporation shares owned by Sontag Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 39k | 68.80 |
| 2023-09-30 | $2.1M | 38k | 54.90 |
| 2023-06-30 | $2.9M | 51k | 56.68 |
| 2023-03-31 | $2.7M | 51k | 52.38 |
| 2022-12-31 | $4.3M | 52k | 83.26 |
| 2022-09-30 | $2.3M | 32k | 71.86 |
| 2022-06-30 | $2.0M | 31k | 63.19 |
| 2022-03-31 | $537k | 6.4k | 84.31 |
| 2021-12-31 | $824k | 9.8k | 84.10 |
| 2021-09-30 | $736k | 10k | 72.84 |
| 2021-06-30 | $475k | 6.5k | 72.76 |
| 2021-03-31 | $1.1M | 16k | 65.18 |
| 2020-12-31 | $632k | 12k | 53.04 |
| 2020-06-30 | $200k | 5.9k | 33.73 |
| 2020-03-31 | $479k | 14k | 33.59 |
| 2018-12-31 | $75k | 1.8k | 41.44 |