Charles Schwab Corporation shares owned by Spotlight Asset Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Spotlight Asset Group
from 13F filings
Historical chart of Spotlight Asset Group investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Spotlight Asset Group 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 Spotlight Asset Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $80k | 1.1k | 73.69 |
| 2024-03-31 | $78k | 1.1k | 72.34 |
| 2023-12-31 | $91k | 1.6k | 54.90 |
| 2023-09-30 | $91k | 1.6k | 54.90 |
| 2023-06-30 | $94k | 1.6k | 56.68 |
| 2021-09-30 | $224k | 3.1k | 72.87 |
| 2021-06-30 | $250k | 3.4k | 72.95 |
| 2021-03-31 | $230k | 3.5k | 65.19 |
| 2020-12-31 | $269k | 5.1k | 52.97 |
| 2020-03-31 | $201k | 6.0k | 33.63 |
| 2019-12-31 | $218k | 6.0k | 36.51 |