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Charles Schwab Corporation shares owned by Birmingham Capital Management

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

Historical chart of Birmingham Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Birmingham 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 Birmingham Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 20k 68.80
2023-09-30 $1.2M 21k 54.90
2023-06-30 $1.1M 20k 56.68
2023-03-31 $1.1M 22k 52.38
2022-12-31 $1.8M 22k 83.26
2022-09-30 $1.6M 22k 71.85
2022-06-30 $1.4M 22k 63.18
2022-03-31 $1.8M 22k 84.31
2021-12-31 $2.0M 23k 84.10
2021-09-30 $1.8M 24k 72.82
2021-06-30 $1.8M 24k 72.82
2021-03-31 $1.7M 26k 65.19
2020-12-31 $1.6M 29k 53.03
2020-09-30 $1.1M 30k 36.24
2020-06-30 $1.0M 30k 33.73
2020-03-31 $1.0M 30k 33.60
2019-12-31 $1.4M 29k 47.55
2019-09-30 $1.3M 32k 41.84
2019-06-30 $1.3M 32k 40.18
2019-03-31 $1.4M 32k 42.77
2018-12-31 $1.4M 33k 41.52
2018-09-30 $1.6M 33k 49.14
2018-06-30 $1.8M 35k 51.10
2018-03-31 $1.9M 37k 52.21
2017-12-31 $1.9M 37k 51.37
2017-09-30 $1.7M 40k 43.74
2017-06-30 $1.8M 43k 42.96
2017-03-31 $1.7M 43k 40.82
2016-12-31 $1.7M 43k 39.46
2016-09-30 $1.1M 45k 25.31
2016-06-30 $1.1M 45k 25.31
2016-03-31 $1.3M 46k 28.02
2015-12-31 $1.5M 47k 32.93
2015-09-30 $1.4M 47k 28.56
2015-06-30 $1.6M 50k 32.65
2015-03-31 $1.6M 52k 30.43
2014-12-31 $1.6M 53k 30.19
2014-09-30 $1.6M 54k 29.39
2014-06-30 $1.5M 55k 26.93
2014-03-31 $1.5M 55k 27.33
2013-12-31 $1.5M 56k 25.99
2013-09-30 $1.2M 57k 21.13
2013-06-30 $2.1M 97k 21.23