Charles Schwab Corporation shares owned by TrueNorth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by TrueNorth
from 13F filings
Historical chart of TrueNorth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by TrueNorth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 1.2k | 95.47 |
| 2025-06-30 | $106k | 1.2k | 91.24 |
| 2025-03-31 | $90k | 1.2k | 78.28 |
| 2024-09-30 | $83k | 1.3k | 64.81 |
| 2023-09-30 | $22k | 400 | 54.90 |
| 2023-06-30 | $23k | 400 | 56.68 |
| 2023-03-31 | $16k | 300 | 52.38 |
| 2020-03-31 | $85k | 2.5k | 33.73 |
| 2019-12-31 | $124k | 2.6k | 47.53 |
| 2019-09-30 | $109k | 2.6k | 41.78 |
| 2019-06-30 | $2.4M | 61k | 40.20 |
| 2019-03-31 | $2.6M | 60k | 42.77 |
| 2018-12-31 | $2.0M | 49k | 41.53 |
| 2018-09-30 | $2.8M | 58k | 49.16 |
| 2018-06-30 | $5.0k | 89 | 56.18 |