Charles Schwab Corporation shares owned by TAGStone Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TAGStone Capital
from 13F filings
Historical chart of TAGStone Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $431k | 6.7k | 64.76 |
| 2024-06-30 | $477k | 6.5k | 73.71 |
| 2024-03-31 | $467k | 6.4k | 72.41 |
| 2023-12-31 | $442k | 6.4k | 68.79 |
| 2023-09-30 | $351k | 6.4k | 54.87 |
| 2023-06-30 | $361k | 6.4k | 56.67 |
| 2023-03-31 | $332k | 6.3k | 52.36 |
| 2022-12-31 | $518k | 6.2k | 83.27 |
| 2022-09-30 | $446k | 6.2k | 71.89 |
| 2022-06-30 | $391k | 6.2k | 63.22 |
| 2022-03-31 | $520k | 6.2k | 84.31 |
| 2021-12-31 | $517k | 6.2k | 84.02 |