Charles Schwab Corporation shares owned by U.S. Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by U.S. Capital Advisors
from 13F filings
Historical chart of U.S. Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by U.S. Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $3.0M | 42k | 72.80 |
| 2021-03-31 | $2.8M | 43k | 65.18 |
| 2020-12-31 | $2.0M | 38k | 53.03 |
| 2020-09-30 | $631k | 17k | 36.24 |
| 2020-06-30 | $368k | 11k | 33.72 |
| 2020-03-31 | $372 | 11 | 33.82 |
| 2019-09-30 | $96k | 2.3k | 41.84 |
| 2019-06-30 | $972k | 24k | 40.18 |
| 2018-09-30 | $1.4M | 28k | 49.14 |
| 2018-06-30 | $1.7M | 34k | 51.09 |
| 2018-03-31 | $980k | 19k | 52.21 |
| 2017-12-31 | $965k | 19k | 51.39 |
| 2017-09-30 | $712k | 17k | 42.95 |
| 2017-06-30 | $712k | 17k | 42.95 |
| 2017-03-31 | $668k | 16k | 40.79 |
| 2016-12-31 | $706k | 18k | 39.49 |
| 2016-09-30 | $568k | 18k | 31.59 |
| 2016-06-30 | $440k | 17k | 25.32 |
| 2016-03-31 | $15M | 419k | 35.69 |
| 2015-12-31 | $503k | 15k | 32.95 |
| 2011-12-31 | $1.0k | 125 | 8.00 |