Charles Schwab Corporation shares owned by True North Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.4M | 46k | 52.38 |
| 2022-12-31 | $3.7M | 45k | 83.26 |
| 2022-09-30 | $3.2M | 45k | 71.87 |
| 2022-06-30 | $2.8M | 45k | 63.18 |
| 2022-03-31 | $3.8M | 45k | 84.29 |
| 2021-12-31 | $3.8M | 45k | 84.09 |
| 2021-09-30 | $3.3M | 45k | 72.82 |
| 2021-06-30 | $3.3M | 45k | 72.80 |
| 2020-12-31 | $2.4M | 45k | 53.02 |
| 2020-09-30 | $1.8M | 50k | 36.22 |
| 2020-06-30 | $1.7M | 50k | 33.74 |