Charles Schwab Corporation shares owned by Roundview Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.4M | 102k | 72.34 |
| 2023-12-31 | $6.7M | 98k | 68.80 |
| 2023-09-30 | $4.7M | 86k | 54.90 |
| 2023-06-30 | $5.0M | 88k | 56.68 |
| 2023-03-31 | $2.8M | 54k | 52.38 |
| 2022-12-31 | $3.9M | 47k | 83.26 |
| 2022-09-30 | $3.0M | 42k | 71.88 |
| 2022-06-30 | $2.6M | 41k | 63.19 |
| 2022-03-31 | $3.5M | 41k | 84.30 |
| 2021-12-31 | $3.4M | 41k | 84.11 |
| 2021-09-30 | $3.0M | 41k | 72.84 |
| 2021-06-30 | $3.0M | 41k | 72.80 |
| 2021-03-31 | $2.6M | 41k | 65.18 |
| 2020-12-31 | $1.6M | 31k | 53.05 |
| 2020-09-30 | $811k | 22k | 36.21 |
| 2020-06-30 | $774k | 23k | 33.73 |
| 2020-03-31 | $897k | 27k | 33.63 |
| 2019-12-31 | $1.3M | 28k | 47.57 |
| 2019-09-30 | $1.4M | 33k | 41.85 |
| 2019-06-30 | $1.3M | 32k | 40.20 |
| 2019-03-31 | $1.3M | 30k | 42.75 |
| 2018-12-31 | $1.3M | 31k | 41.54 |
| 2018-09-30 | $1.5M | 30k | 49.16 |
| 2018-06-30 | $1.6M | 30k | 51.10 |
| 2018-03-31 | $1.6M | 31k | 52.21 |
| 2017-12-31 | $1.9M | 36k | 51.36 |
| 2017-09-30 | $1.6M | 36k | 43.74 |
| 2017-06-30 | $3.1M | 71k | 42.96 |
| 2017-03-31 | $2.9M | 71k | 40.82 |
| 2016-12-31 | $3.1M | 79k | 39.47 |
| 2016-09-30 | $2.5M | 79k | 31.57 |
| 2016-06-30 | $1.2M | 47k | 25.31 |
| 2016-03-31 | $947k | 34k | 28.01 |
| 2015-12-31 | $869k | 26k | 32.93 |
| 2015-09-30 | $754k | 26k | 28.57 |
| 2015-06-30 | $858k | 26k | 32.64 |
| 2015-03-31 | $809k | 27k | 30.45 |
| 2014-12-31 | $847k | 28k | 30.20 |
| 2014-09-30 | $594k | 20k | 29.40 |
| 2014-06-30 | $544k | 20k | 26.92 |
| 2014-03-31 | $552k | 20k | 27.32 |
| 2013-12-31 | $525k | 20k | 25.98 |
| 2013-09-30 | $385k | 18k | 21.15 |
| 2013-06-30 | $377k | 18k | 21.24 |
| 2013-03-31 | $1.2M | 68k | 17.68 |
| 2012-03-31 | $798k | 56k | 14.38 |
| 2011-12-31 | $568k | 50k | 11.27 |