Charles Schwab Corporation shares owned by Annandale Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Annandale Capital
from 13F filings
Historical chart of Annandale Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Annandale Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 36k | 0.95 |
| 2025-06-30 | $3.3M | 36k | 91.25 |
| 2025-03-31 | $3.9M | 50k | 78.27 |
| 2024-12-31 | $4.4M | 60k | 74.00 |
| 2024-09-30 | $3.9M | 60k | 64.81 |
| 2024-06-30 | $4.4M | 60k | 73.68 |
| 2024-03-31 | $4.3M | 60k | 72.34 |
| 2023-12-31 | $4.1M | 60k | 68.79 |
| 2023-09-30 | $2.4M | 43k | 54.91 |
| 2023-06-30 | $2.0M | 35k | 56.68 |
| 2023-03-31 | $1.6M | 31k | 52.39 |
| 2022-12-31 | $1.3M | 16k | 83.25 |
| 2022-09-30 | $1.2M | 16k | 71.84 |
| 2022-06-30 | $1.1M | 18k | 63.17 |
| 2022-03-31 | $205k | 2.4k | 84.29 |
| 2021-12-31 | $205k | 2.4k | 84.29 |