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
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by TAGStone Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |