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Charles Schwab Corporation shares owned by Cove Street Capital

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

Historical chart of Cove Street Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Cove Street Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 33k 68.80
2023-09-30 $1.7M 33k 51.75
2023-06-30 $1.2M 21k 56.68
2023-03-31 $576k 11k 52.36