Charles Schwab Corporation shares owned by Doheny Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Doheny Asset Management
from 13F filings
Historical chart of Doheny Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Doheny Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $295k | 4.1k | 72.27 |
| 2023-12-31 | $369k | 5.4k | 68.78 |
| 2023-09-30 | $525k | 9.6k | 54.89 |
| 2023-06-30 | $627k | 11k | 56.67 |
| 2023-03-31 | $706k | 14k | 52.41 |
| 2022-12-31 | $699k | 8.4k | 83.26 |
| 2022-09-30 | $1.0M | 14k | 71.86 |
| 2022-03-31 | $1.4M | 17k | 84.29 |
| 2021-12-31 | $1.6M | 19k | 84.10 |
| 2021-09-30 | $1.4M | 19k | 72.83 |
| 2021-06-30 | $1.4M | 20k | 72.82 |
| 2021-03-31 | $1.3M | 20k | 65.17 |
| 2020-12-31 | $727k | 14k | 53.01 |
| 2019-03-31 | $1.7M | 41k | 42.75 |
| 2018-12-31 | $2.1M | 52k | 41.53 |
| 2018-09-30 | $2.5M | 51k | 49.15 |
| 2018-06-30 | $2.3M | 45k | 51.10 |
| 2018-03-31 | $2.5M | 48k | 52.21 |
| 2017-12-31 | $2.7M | 53k | 51.38 |
| 2017-09-30 | $2.5M | 58k | 43.74 |
| 2017-06-30 | $2.4M | 56k | 42.95 |
| 2017-03-31 | $2.3M | 56k | 40.82 |
| 2016-12-31 | $2.3M | 57k | 39.48 |
| 2016-09-30 | $420k | 13k | 31.58 |
| 2016-06-30 | $347k | 14k | 25.33 |
| 2016-03-31 | $384k | 14k | 28.03 |
| 2015-12-31 | $451k | 14k | 32.92 |
| 2015-09-30 | $394k | 14k | 28.55 |
| 2015-06-30 | $451k | 14k | 32.68 |
| 2015-03-31 | $356k | 12k | 30.43 |
| 2014-12-31 | $353k | 12k | 30.17 |
| 2014-09-30 | $344k | 12k | 29.40 |
| 2014-06-30 | $315k | 12k | 26.92 |
| 2014-03-31 | $320k | 12k | 27.35 |
| 2013-12-31 | $294k | 11k | 26.02 |
| 2013-09-30 | $218k | 10k | 21.17 |
| 2013-03-31 | $180k | 10k | 17.69 |
| 2012-12-31 | $146k | 10k | 14.35 |
| 2011-09-30 | $509k | 45k | 11.27 |