Charles Schwab Corporation shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $829k | 12k | 72.34 |
| 2023-12-31 | $891k | 13k | 68.80 |
| 2023-09-30 | $711k | 13k | 54.90 |
| 2023-06-30 | $832k | 15k | 56.68 |
| 2023-03-31 | $769k | 15k | 52.38 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $1.0M | 14k | 71.86 |
| 2022-06-30 | $906k | 14k | 63.15 |
| 2022-03-31 | $1.2M | 14k | 84.34 |
| 2021-12-31 | $1.2k | 1.4k | 0.84 |
| 2021-09-30 | $1.0M | 14k | 72.87 |
| 2021-06-30 | $1.0M | 14k | 72.80 |
| 2021-03-31 | $932k | 14k | 65.17 |
| 2020-12-31 | $770k | 15k | 53.01 |
| 2020-09-30 | $658k | 18k | 36.20 |
| 2020-06-30 | $1.0M | 31k | 33.73 |
| 2020-03-31 | $2.3M | 68k | 33.62 |
| 2019-12-31 | $3.3M | 70k | 47.55 |
| 2019-09-30 | $2.9M | 69k | 41.83 |
| 2019-06-30 | $2.9M | 71k | 40.19 |
| 2019-03-31 | $3.3M | 76k | 42.76 |
| 2018-12-31 | $2.8M | 67k | 41.52 |
| 2018-09-30 | $3.0M | 62k | 49.15 |
| 2018-06-30 | $2.5M | 48k | 51.09 |
| 2018-03-31 | $946k | 18k | 52.19 |
| 2017-12-31 | $982k | 19k | 51.35 |
| 2017-09-30 | $837k | 19k | 43.76 |
| 2017-06-30 | $822k | 19k | 42.98 |
| 2017-03-31 | $780k | 19k | 40.78 |
| 2016-12-31 | $771k | 20k | 39.49 |
| 2016-09-30 | $635k | 20k | 31.55 |
| 2016-06-30 | $509k | 20k | 25.29 |
| 2016-03-31 | $564k | 20k | 28.02 |
| 2015-12-31 | $663k | 2.0k | 329.52 |
| 2015-09-30 | $575k | 20k | 28.57 |
| 2015-06-30 | $657k | 20k | 32.65 |
| 2015-03-31 | $613k | 20k | 30.46 |
| 2014-12-31 | $608k | 20k | 30.21 |
| 2014-09-30 | $591k | 20k | 29.37 |
| 2014-06-30 | $542k | 20k | 26.93 |
| 2014-03-31 | $550k | 20k | 27.33 |
| 2013-12-31 | $523k | 20k | 25.99 |
| 2013-09-30 | $425k | 20k | 21.12 |
| 2013-06-30 | $427k | 20k | 21.22 |
| 2013-03-31 | $356k | 20k | 17.69 |
| 2012-12-31 | $289k | 20k | 14.36 |
| 2012-09-30 | $1.0M | 80k | 12.78 |
| 2012-06-30 | $1.0M | 80k | 12.93 |
| 2012-03-31 | $1.1M | 80k | 14.37 |
| 2011-12-31 | $917k | 82k | 11.25 |
| 2011-03-31 | $1.6M | 88k | 18.03 |
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