Charles Schwab Corporation shares owned by Osborne Partners Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Osborne Partners Capital Management
from 13F filings
Historical chart of Osborne Partners Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Osborne Partners Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $652k | 9.0k | 72.34 |
| 2023-12-31 | $631k | 9.2k | 68.80 |
| 2023-09-30 | $524k | 9.6k | 54.90 |
| 2023-06-30 | $605k | 11k | 56.68 |
| 2023-03-31 | $592k | 11k | 52.38 |
| 2022-12-31 | $951k | 11k | 83.26 |
| 2022-09-30 | $927k | 13k | 71.86 |
| 2022-06-30 | $700k | 11k | 63.14 |
| 2022-03-31 | $907k | 11k | 84.26 |
| 2021-12-31 | $903k | 11k | 84.09 |
| 2021-09-30 | $782k | 11k | 72.83 |
| 2021-06-30 | $803k | 11k | 72.83 |
| 2021-03-31 | $691k | 11k | 65.18 |
| 2020-12-31 | $562k | 11k | 53.01 |
| 2020-09-30 | $443k | 12k | 36.22 |
| 2020-06-30 | $413k | 12k | 33.77 |
| 2020-03-31 | $411k | 12k | 33.60 |
| 2019-12-31 | $608k | 13k | 47.60 |
| 2019-09-30 | $515k | 12k | 41.87 |
| 2019-06-30 | $518k | 13k | 40.16 |
| 2019-03-31 | $552k | 13k | 42.79 |
| 2018-12-31 | $536k | 13k | 41.55 |
| 2018-09-30 | $634k | 13k | 49.15 |
| 2018-06-30 | $719k | 14k | 51.10 |
| 2018-03-31 | $735k | 14k | 52.24 |
| 2017-12-31 | $727k | 14k | 51.34 |
| 2017-09-30 | $615k | 14k | 43.71 |
| 2017-06-30 | $608k | 14k | 42.93 |
| 2017-03-31 | $574k | 14k | 40.79 |
| 2016-12-31 | $605k | 15k | 39.49 |
| 2016-09-30 | $413k | 13k | 31.60 |
| 2016-06-30 | $357k | 14k | 25.29 |
| 2016-03-31 | $375k | 13k | 28.00 |
| 2015-12-31 | $465k | 14k | 32.93 |
| 2015-09-30 | $394k | 14k | 28.56 |
| 2015-06-30 | $480k | 15k | 32.67 |
| 2015-03-31 | $447k | 15k | 30.42 |
| 2014-12-31 | $488k | 16k | 30.18 |
| 2014-09-30 | $446k | 15k | 29.40 |
| 2014-06-30 | $409k | 15k | 26.96 |
| 2014-03-31 | $428k | 16k | 27.32 |
| 2013-12-31 | $426k | 16k | 25.99 |
| 2013-09-30 | $357k | 17k | 21.12 |
| 2013-06-30 | $342k | 16k | 21.21 |
| 2013-03-31 | $285k | 16k | 17.67 |
| 2012-12-31 | $288k | 20k | 14.38 |
| 2012-09-30 | $458k | 36k | 12.78 |
| 2012-06-30 | $463k | 36k | 12.92 |
| 2012-03-31 | $524k | 36k | 14.38 |
| 2011-12-31 | $540k | 48k | 11.26 |
| 2011-09-30 | $739k | 66k | 11.28 |
| 2011-03-31 | $6.1M | 338k | 18.03 |
More positions owned by Osborne Partners Capital Management
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