Charles Schwab Corporation shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 4.2k | 95.48 |
| 2025-06-30 | $482k | 5.3k | 91.24 |
| 2025-03-31 | $228k | 2.9k | 78.28 |
| 2024-12-31 | $224k | 3.0k | 74.01 |
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