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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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Quarterly reported holdings in Charles Schwab Corporation by Stonebridge Capital Advisors

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