Charles Schwab Corporation shares owned by Sutton Place Investors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sutton Place Investors
from 13F filings
Historical chart of Sutton Place Investors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sutton Place Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $632k | 8.5k | 74.01 |
| 2024-09-30 | $536k | 8.3k | 64.81 |
| 2024-06-30 | $596k | 8.1k | 73.69 |
| 2024-03-31 | $573k | 7.9k | 72.34 |
| 2023-12-31 | $520k | 7.6k | 68.80 |
| 2023-09-30 | $412k | 7.5k | 54.90 |
| 2023-06-30 | $424k | 7.5k | 56.68 |
| 2023-03-31 | $389k | 7.4k | 52.38 |
| 2022-12-31 | $626k | 7.5k | 83.26 |
| 2022-09-30 | $537k | 7.5k | 71.86 |
| 2022-06-30 | $467k | 7.4k | 63.20 |
| 2022-03-31 | $453k | 6.4k | 70.32 |
| 2021-12-31 | $555k | 6.6k | 84.05 |