Southern First Bancshares shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Southern First Bancshares (SFST) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Southern First Bancshares
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Quarterly reported holdings in Southern First Bancshares by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $996k | 23k | 44.12 |
| 2025-06-30 | $859k | 23k | 38.03 |
| 2025-03-31 | $714k | 22k | 32.92 |
| 2024-12-31 | $857k | 22k | 39.75 |
| 2024-09-30 | $732k | 22k | 34.08 |
| 2024-06-30 | $631k | 22k | 29.24 |
| 2024-03-31 | $651k | 21k | 31.76 |
| 2023-12-31 | $761k | 21k | 37.10 |
| 2023-09-30 | $553k | 21k | 26.94 |
| 2023-06-30 | $508k | 21k | 24.75 |
| 2023-03-31 | $628k | 20k | 30.70 |
| 2022-12-31 | $913k | 20k | 45.75 |
| 2022-09-30 | $817k | 20k | 41.69 |
| 2022-06-30 | $856k | 20k | 43.62 |
| 2022-03-31 | $985k | 19k | 50.87 |
| 2021-12-31 | $1.2M | 19k | 62.51 |
| 2021-09-30 | $1.0M | 19k | 53.55 |
| 2021-06-30 | $933k | 18k | 51.17 |
| 2021-03-31 | $857k | 18k | 46.89 |
| 2020-12-31 | $592k | 17k | 35.39 |
| 2020-09-30 | $405k | 17k | 24.20 |
| 2020-06-30 | $486k | 18k | 27.73 |
| 2020-03-31 | $477k | 17k | 28.38 |
| 2019-12-31 | $715k | 17k | 42.54 |
| 2019-09-30 | $670k | 17k | 39.86 |
| 2019-06-30 | $630k | 16k | 39.16 |
| 2019-03-31 | $517k | 15k | 33.90 |
| 2018-12-31 | $478k | 15k | 32.13 |
| 2018-09-30 | $585k | 15k | 39.33 |
| 2018-06-30 | $658k | 15k | 44.24 |
| 2018-03-31 | $494k | 11k | 44.50 |
| 2017-12-31 | $458k | 11k | 41.26 |
| 2017-09-30 | $320k | 8.8k | 36.36 |
| 2017-06-30 | $327k | 8.8k | 37.16 |
| 2017-03-31 | $288k | 8.8k | 32.73 |
| 2016-12-31 | $317k | 8.8k | 36.02 |
| 2016-09-30 | $243k | 8.8k | 27.61 |
| 2016-06-30 | $213k | 8.8k | 24.20 |
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