Charles Schwab Corporation shares owned by Stokes Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Stokes Family Office 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 Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $575k | 8.4k | 68.80 |
| 2023-09-30 | $704k | 13k | 54.90 |
| 2023-06-30 | $738k | 13k | 56.68 |
| 2023-03-31 | $670k | 13k | 52.38 |
| 2022-12-31 | $1.3M | 15k | 83.26 |
| 2022-09-30 | $1.1M | 16k | 71.88 |
| 2022-06-30 | $977k | 16k | 63.15 |
| 2022-03-31 | $1.4M | 17k | 84.29 |
| 2021-12-31 | $1.4M | 17k | 84.10 |
| 2021-09-30 | $1.2M | 17k | 72.82 |
| 2021-06-30 | $1.4M | 20k | 72.80 |
| 2021-03-31 | $1.5M | 23k | 65.20 |
| 2020-12-31 | $1.3M | 24k | 53.05 |
| 2020-09-30 | $838k | 23k | 36.23 |
| 2020-06-30 | $988k | 29k | 33.75 |
| 2020-03-31 | $1.0M | 31k | 33.63 |
| 2019-12-31 | $1.0M | 22k | 47.43 |