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
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Quarterly reported holdings in Charles Schwab Corporation by Spotlight Asset Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |