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Charles Schwab Corporation shares owned by Twin Lakes Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Twin Lakes Capital Management from 13F filings

Historical chart of Twin Lakes Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Twin Lakes Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Twin Lakes Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 70k 64.81
2024-06-30 $5.2M 71k 73.69
2024-03-31 $5.6M 77k 72.34
2023-12-31 $5.3M 77k 68.80
2023-09-30 $4.3M 78k 54.90
2023-06-30 $4.4M 77k 56.68
2023-03-31 $4.0M 77k 52.38
2022-12-31 $6.4M 77k 83.26
2022-09-30 $5.5M 77k 71.87
2022-06-30 $4.9M 77k 63.19
2022-03-31 $6.6M 78k 84.32
2021-12-31 $6.5M 77k 84.10
2021-09-30 $5.7M 78k 72.84
2021-06-30 $5.7M 79k 72.81
2021-03-31 $5.1M 78k 65.18
2020-12-31 $4.3M 80k 53.04