Charles Schwab Corporation shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 22k | 72.34 |
| 2023-09-30 | $1.0M | 18k | 54.90 |
| 2023-06-30 | $1.0M | 18k | 56.68 |
| 2020-09-30 | $248k | 6.8k | 36.25 |
| 2019-12-31 | $278k | 5.8k | 47.59 |
| 2019-09-30 | $244k | 5.8k | 41.77 |
| 2019-06-30 | $235k | 5.8k | 40.23 |
| 2011-03-31 | $325k | 18k | 18.06 |
| 2010-12-31 | $308k | 18k | 17.11 |
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