Charles Schwab Corporation shares owned by Aspen Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aspen Investment Management
from 13F filings
Historical chart of Aspen Investment Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Aspen Investment Management 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 Aspen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 95.47 |
| 2025-06-30 | $2.2M | 25k | 91.25 |
| 2025-03-31 | $1.9M | 24k | 78.30 |
| 2024-12-31 | $1.2M | 16k | 74.00 |
| 2024-09-30 | $931k | 14k | 64.78 |
| 2024-06-30 | $1.6M | 22k | 73.69 |
| 2024-03-31 | $1.5M | 21k | 72.35 |
| 2023-12-31 | $1.4M | 21k | 68.81 |
| 2023-09-30 | $1.1M | 20k | 54.87 |
| 2023-06-30 | $1.1M | 20k | 56.66 |
| 2023-03-31 | $1.2M | 23k | 52.40 |
| 2022-12-31 | $833k | 10k | 83.23 |
| 2022-09-30 | $732k | 10k | 71.86 |
| 2022-06-30 | $644k | 10k | 63.22 |
| 2022-03-31 | $1.7M | 20k | 84.33 |
| 2021-12-31 | $1.7M | 20k | 84.08 |
| 2021-09-30 | $1.2M | 17k | 72.85 |
| 2021-06-30 | $1.2M | 17k | 72.81 |
| 2021-03-31 | $1.1M | 17k | 65.17 |
| 2020-12-31 | $669k | 13k | 53.07 |
| 2020-09-30 | $369k | 10k | 36.18 |
| 2020-06-30 | $344k | 10k | 33.75 |
| 2020-03-31 | $352k | 11k | 33.58 |
| 2019-12-31 | $513k | 11k | 47.57 |
| 2019-09-30 | $472k | 11k | 41.83 |
| 2019-06-30 | $470k | 12k | 40.23 |
| 2019-03-31 | $500k | 12k | 42.80 |
| 2018-12-31 | $485k | 12k | 41.51 |
| 2018-09-30 | $574k | 12k | 49.13 |
| 2018-06-30 | $582k | 11k | 51.08 |
| 2018-03-31 | $582k | 11k | 52.23 |
| 2017-12-31 | $576k | 11k | 51.35 |
| 2017-09-30 | $491k | 11k | 43.77 |
| 2017-06-30 | $449k | 10k | 43.00 |
| 2017-03-31 | $426k | 10k | 40.79 |
| 2016-12-31 | $412k | 10k | 39.45 |
| 2016-09-30 | $330k | 10k | 31.60 |
| 2016-06-30 | $272k | 11k | 25.32 |
| 2016-03-31 | $301k | 11k | 28.02 |
| 2015-12-31 | $359k | 11k | 32.96 |
| 2015-09-30 | $311k | 11k | 28.55 |
| 2015-06-30 | $356k | 11k | 32.68 |
| 2015-03-31 | $332k | 11k | 30.48 |
| 2014-12-31 | $333k | 11k | 30.22 |
| 2014-09-30 | $334k | 11k | 29.38 |
| 2014-06-30 | $306k | 11k | 26.92 |
| 2014-03-31 | $504k | 18k | 27.33 |
| 2013-12-31 | $499k | 19k | 26.01 |
| 2013-09-30 | $419k | 20k | 21.12 |
| 2013-06-30 | $422k | 20k | 21.23 |
More positions owned by Aspen Investment Management
View all positions for Aspen Investment Management