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Charles Schwab Corporation shares owned by Capital Investment Counsel

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

Historical chart of Capital Investment Counsel investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Capital Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Capital Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 35k 72.34
2023-12-31 $2.5M 37k 68.80
2023-09-30 $2.0M 37k 54.90
2023-06-30 $2.1M 37k 56.68
2023-03-31 $1.9M 36k 52.38
2022-12-31 $2.9M 35k 83.26
2022-09-30 $2.5M 35k 71.87
2022-06-30 $2.5M 40k 63.18
2022-03-31 $3.4M 41k 84.30
2021-12-31 $3.4M 41k 84.09
2021-09-30 $3.1M 43k 72.85
2021-06-30 $3.1M 43k 72.82
2021-03-31 $3.1M 47k 65.18
2020-12-31 $2.4M 45k 53.05
2020-09-30 $1.9M 52k 36.23
2020-06-30 $1.2M 34k 33.75
2020-03-31 $465k 14k 33.64
2019-12-31 $752k 16k 47.54
2019-09-30 $519k 12k 41.80
2019-06-30 $499k 12k 40.21
2019-03-31 $466k 11k 42.72
2018-12-31 $453k 11k 41.54
2018-09-30 $536k 11k 49.16
2018-06-30 $557k 11k 51.10
2018-03-31 $632k 12k 52.23
2017-12-31 $596k 12k 51.38
2017-09-30 $534k 12k 43.77
2017-06-30 $552k 13k 42.96
2017-03-31 $524k 13k 40.78
2016-12-31 $555k 14k 39.50
2016-09-30 $447k 14k 31.59
2016-06-30 $358k 14k 25.30
2016-03-31 $396k 14k 27.99
2015-12-31 $469k 14k 32.91
2015-09-30 $410k 14k 28.57
2015-06-30 $478k 15k 32.63
2015-03-31 $476k 16k 30.42
2014-12-31 $512k 17k 30.21
2014-09-30 $551k 19k 29.39
2014-06-30 $556k 21k 26.92
2014-03-31 $570k 21k 27.34
2013-12-31 $564k 22k 25.99
2013-09-30 $522k 25k 21.13
2013-06-30 $549k 26k 21.24
2013-03-31 $555k 31k 17.70
2012-12-31 $466k 33k 14.36
2012-09-30 $416k 33k 12.78
2012-06-30 $407k 32k 12.94
2012-03-31 $428k 30k 14.39
2011-12-31 $254k 23k 11.25
2011-09-30 $258k 23k 11.28
2011-06-30 $322k 20k 16.45
2011-03-31 $357k 20k 18.01
2010-12-31 $320k 19k 17.09