Charles Schwab Corporation shares owned by Tompkins Financial Corp
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Tompkins Financial Corp
from 13F filings
Historical chart of Tompkins Financial Corp investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Tompkins Financial Corp 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 Tompkins Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $243k | 3.8k | 64.81 |
| 2024-06-30 | $321k | 4.4k | 73.69 |
| 2024-03-31 | $315k | 4.4k | 72.34 |
| 2023-12-31 | $300k | 4.4k | 68.80 |
| 2023-09-30 | $239k | 4.4k | 54.90 |
| 2023-06-30 | $280k | 4.9k | 56.68 |
| 2023-03-31 | $259k | 4.9k | 52.38 |
| 2022-12-31 | $411k | 4.9k | 83.28 |
| 2022-09-30 | $393k | 5.5k | 71.79 |
| 2022-06-30 | $394k | 6.2k | 63.19 |
| 2022-03-31 | $526k | 6.2k | 84.36 |
| 2021-12-31 | $524k | 6.2k | 84.04 |
| 2021-09-30 | $454k | 6.2k | 72.81 |
| 2021-03-31 | $406k | 6.2k | 65.12 |
| 2020-12-31 | $2.7M | 81k | 33.61 |
| 2020-09-30 | $226k | 6.2k | 36.25 |
| 2020-06-30 | $282k | 8.4k | 33.67 |
| 2020-03-31 | $281k | 8.4k | 33.55 |
| 2019-12-31 | $358k | 8.6k | 41.85 |
| 2019-09-30 | $358k | 8.6k | 41.85 |
| 2019-06-30 | $364k | 9.1k | 40.20 |
| 2019-03-31 | $411k | 9.6k | 42.75 |
| 2018-12-31 | $399k | 9.6k | 41.50 |
| 2018-09-30 | $473k | 9.6k | 49.19 |
| 2018-06-30 | $491k | 9.6k | 51.07 |
| 2018-03-31 | $507k | 9.7k | 52.19 |
| 2017-12-31 | $505k | 9.8k | 51.36 |
| 2017-09-30 | $430k | 9.8k | 43.73 |
| 2017-06-30 | $8.0k | 192 | 41.67 |
| 2017-03-31 | $5.0k | 118 | 42.37 |
| 2016-06-30 | $38k | 1.5k | 25.42 |
| 2016-03-31 | $42k | 1.5k | 28.09 |
| 2015-12-31 | $178k | 5.4k | 32.81 |
| 2015-09-30 | $114k | 4.0k | 28.57 |
| 2015-06-30 | $94k | 2.9k | 32.76 |
| 2015-03-31 | $87k | 2.9k | 30.32 |
| 2014-12-31 | $50k | 2.3k | 21.43 |
| 2014-09-30 | $113k | 3.9k | 29.34 |
| 2014-06-30 | $104k | 3.9k | 27.01 |
| 2014-03-31 | $105k | 3.9k | 27.27 |
| 2013-12-31 | $77k | 3.0k | 26.00 |
| 2013-09-30 | $63k | 3.0k | 21.28 |
| 2013-06-30 | $50k | 2.3k | 21.39 |