Charles Schwab Corporation shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Southeast Asset Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 58k | 64.81 |
| 2024-06-30 | $4.4M | 60k | 73.69 |
| 2024-03-31 | $4.2M | 58k | 72.34 |
| 2023-12-31 | $3.4M | 50k | 68.80 |
| 2023-09-30 | $2.6M | 47k | 54.90 |
| 2023-06-30 | $2.6M | 46k | 56.68 |
| 2023-03-31 | $1.4M | 26k | 52.38 |