Charles Schwab Corporation shares owned by Forte Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $252k | 3.5k | 72.34 |
| 2023-12-31 | $239k | 3.5k | 68.80 |
| 2023-09-30 | $224k | 4.1k | 54.90 |
| 2023-06-30 | $242k | 4.3k | 56.69 |
| 2023-03-31 | $243k | 4.6k | 52.38 |
| 2022-12-31 | $217k | 2.6k | 83.26 |
| 2022-06-30 | $309k | 3.7k | 84.15 |
| 2022-03-31 | $309k | 3.7k | 84.15 |
| 2021-12-31 | $309k | 3.7k | 84.15 |
| 2021-09-30 | $270k | 3.7k | 72.89 |
| 2021-06-30 | $260k | 3.6k | 72.81 |
| 2017-12-31 | $438k | 8.5k | 51.31 |
| 2017-09-30 | $402k | 9.2k | 43.76 |
| 2017-06-30 | $410k | 9.5k | 42.99 |
| 2017-03-31 | $410k | 10k | 40.85 |
| 2016-12-31 | $405k | 10k | 39.47 |
| 2016-09-30 | $401k | 13k | 31.55 |
| 2016-06-30 | $334k | 13k | 25.33 |
| 2016-03-31 | $369k | 13k | 27.98 |
| 2015-12-31 | $427k | 13k | 32.94 |
| 2015-09-30 | $370k | 13k | 28.55 |