Charles Schwab Corporation shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 95.47 |
| 2025-06-30 | $791k | 11k | 74.01 |
| 2025-03-31 | $900k | 12k | 78.28 |
| 2024-12-31 | $790k | 11k | 73.93 |
| 2024-09-30 | $710k | 11k | 64.81 |
| 2024-06-30 | $770k | 11k | 73.69 |
| 2024-03-31 | $756k | 11k | 72.34 |
| 2023-12-31 | $724k | 11k | 68.80 |
| 2023-09-30 | $585k | 11k | 54.90 |
| 2023-06-30 | $64k | 1.1k | 56.68 |
| 2023-03-31 | $47k | 893 | 52.49 |
| 2019-12-31 | $0 | 31k | 0.00 |
| 2019-09-30 | $1.3M | 31k | 41.84 |
| 2016-06-30 | $38k | 1.5k | 25.31 |
| 2016-03-31 | $43k | 1.5k | 28.02 |
| 2015-12-31 | $50k | 1.5k | 32.93 |
| 2015-09-30 | $2.3k | 80 | 28.56 |
| 2015-06-30 | $2.6k | 80 | 32.65 |
| 2015-03-31 | $4.9k | 161 | 30.44 |