Charles Schwab Corporation shares owned by Stonebridge Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stonebridge Capital Advisors
from 13F filings
Historical chart of Stonebridge Capital Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Stonebridge Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.8M | 43k | 64.81 |
2024-06-30 | $3.2M | 44k | 73.69 |
2024-03-31 | $3.5M | 48k | 72.34 |
2023-12-31 | $3.3M | 48k | 68.80 |
2023-09-30 | $2.6M | 47k | 54.90 |
2023-06-30 | $2.8M | 49k | 56.68 |
2023-03-31 | $2.6M | 50k | 52.38 |
2022-12-31 | $4.2M | 50k | 83.26 |
2022-09-30 | $3.6M | 50k | 71.86 |
2022-06-30 | $3.2M | 51k | 63.18 |
2022-03-31 | $4.2M | 50k | 84.31 |
2021-12-31 | $4.0M | 47k | 84.11 |
2021-09-30 | $3.4M | 47k | 72.83 |
2021-06-30 | $3.3M | 50k | 65.18 |
2021-03-31 | $3.3M | 50k | 65.18 |
2020-12-31 | $2.8M | 52k | 53.04 |
2020-09-30 | $2.0M | 56k | 36.22 |
2020-06-30 | $1.9M | 55k | 33.75 |
2020-03-31 | $2.0M | 60k | 33.63 |
2019-12-31 | $3.0M | 62k | 47.55 |
2019-09-30 | $2.6M | 62k | 41.83 |
2019-06-30 | $2.4M | 59k | 40.19 |
2019-03-31 | $2.6M | 60k | 42.76 |
2018-12-31 | $2.4M | 57k | 41.54 |
2018-09-30 | $2.0M | 40k | 49.16 |
2018-06-30 | $2.0M | 40k | 51.09 |
2018-03-31 | $2.0M | 37k | 52.23 |
2017-12-31 | $2.0M | 38k | 51.37 |
2017-09-30 | $1.7M | 40k | 43.75 |
2017-06-30 | $1.8M | 41k | 42.96 |
2017-03-31 | $1.7M | 42k | 40.81 |
2016-12-31 | $1.7M | 43k | 39.47 |
2016-09-30 | $1.5M | 47k | 31.56 |
2016-06-30 | $1.2M | 48k | 25.32 |
2016-03-31 | $1.3M | 47k | 28.02 |
2015-12-31 | $1.5M | 45k | 32.93 |
2015-09-30 | $1.2M | 43k | 28.57 |
2015-06-30 | $1.4M | 43k | 32.66 |
2015-03-31 | $1.3M | 41k | 30.44 |
2014-12-31 | $1.2M | 39k | 30.18 |
2014-09-30 | $1.1M | 36k | 29.39 |
2014-06-30 | $981k | 36k | 26.94 |
2014-03-31 | $956k | 35k | 27.32 |
2013-12-31 | $888k | 34k | 26.00 |
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