Schwab Charles shares owned by Hoertkorn Richard Charles
Quarter-by-quarter ownership of Schwab Charles shares owned by Hoertkorn Richard Charles
from 13F filings
Historical chart of Hoertkorn Richard Charles investment in Schwab Charles
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Quarterly reported holdings in Schwab Charles by Hoertkorn Richard Charles
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 87k | 95.47 |
| 2025-06-30 | $8.2M | 90k | 91.24 |
| 2025-03-31 | $7.2M | 91k | 78.28 |
| 2024-12-31 | $7.2M | 97k | 74.01 |
| 2024-09-30 | $6.5M | 100k | 64.81 |
| 2024-06-30 | $7.6M | 103k | 73.69 |
| 2024-03-31 | $7.8M | 108k | 72.34 |
| 2023-12-31 | $7.7M | 112k | 68.80 |
| 2023-09-30 | $6.1M | 112k | 54.90 |
| 2023-06-30 | $6.2M | 109k | 56.68 |
| 2023-03-31 | $5.3M | 101k | 52.38 |
| 2022-12-31 | $8.3M | 100k | 83.26 |
| 2022-09-30 | $7.3M | 102k | 71.87 |
| 2022-06-30 | $6.5M | 103k | 63.18 |
| 2022-03-31 | $9.0M | 107k | 84.31 |
| 2021-12-31 | $9.4M | 112k | 84.10 |
| 2021-09-30 | $8.2M | 113k | 72.84 |
| 2021-06-30 | $8.2M | 113k | 72.81 |
| 2021-03-31 | $7.4M | 113k | 65.18 |
| 2020-12-31 | $6.3M | 118k | 53.04 |
| 2020-09-30 | $4.3M | 118k | 36.23 |
| 2020-06-30 | $4.0M | 118k | 33.74 |
| 2020-03-31 | $4.0M | 119k | 33.62 |
| 2019-12-31 | $5.7M | 119k | 47.56 |
| 2019-09-30 | $5.2M | 123k | 41.83 |
| 2019-06-30 | $5.0M | 125k | 40.19 |
| 2019-03-31 | $5.5M | 129k | 42.76 |
| 2018-12-31 | $5.9M | 143k | 41.53 |
| 2018-09-30 | $7.2M | 147k | 49.15 |
| 2018-06-30 | $7.5M | 146k | 51.10 |
| 2018-03-31 | $7.7M | 148k | 52.22 |
| 2017-12-31 | $7.9M | 154k | 51.37 |
| 2017-09-30 | $7.0M | 159k | 43.74 |
| 2017-06-30 | $6.8M | 159k | 42.96 |
| 2017-03-31 | $6.4M | 157k | 40.81 |
| 2016-12-31 | $6.0M | 151k | 39.47 |
| 2016-09-30 | $4.1M | 131k | 31.57 |
| 2016-06-30 | $3.4M | 133k | 25.31 |
| 2016-03-31 | $3.8M | 134k | 28.02 |
| 2015-12-31 | $4.5M | 138k | 32.93 |
| 2015-09-30 | $4.1M | 142k | 28.56 |
| 2015-06-30 | $4.6M | 142k | 32.65 |
| 2015-03-31 | $4.3M | 143k | 30.44 |
| 2014-12-31 | $4.4M | 147k | 30.19 |
| 2014-09-30 | $4.2M | 143k | 29.39 |
| 2014-06-30 | $3.4M | 128k | 26.93 |
| 2014-03-31 | $3.4M | 125k | 27.33 |
| 2013-12-31 | $3.3M | 125k | 26.00 |
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