Charles Schwab Corporation shares owned by Beach Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beach Investment Counsel
from 13F filings
Historical chart of Beach Investment Counsel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beach Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $514k | 7.5k | 68.74 |
| 2023-12-31 | $514k | 7.5k | 68.74 |
| 2023-09-30 | $411k | 7.5k | 54.96 |
| 2023-06-30 | $424k | 7.5k | 56.70 |
| 2023-03-31 | $411k | 7.8k | 52.42 |
| 2022-12-31 | $653k | 7.8k | 83.29 |
| 2022-09-30 | $563k | 7.8k | 71.81 |
| 2022-06-30 | $495k | 7.8k | 63.14 |
| 2022-03-31 | $584k | 6.9k | 84.38 |
| 2021-12-31 | $483k | 5.7k | 84.15 |
| 2021-09-30 | $418k | 5.7k | 72.82 |
| 2021-06-30 | $418k | 5.7k | 72.82 |
| 2021-03-31 | $374k | 5.7k | 65.16 |
| 2020-12-31 | $304k | 5.7k | 52.96 |
| 2020-09-30 | $208k | 5.7k | 36.24 |
| 2019-12-31 | $273k | 5.7k | 47.56 |
| 2019-09-30 | $244k | 5.8k | 41.89 |
| 2019-06-30 | $234k | 5.8k | 40.17 |
| 2019-03-31 | $249k | 5.8k | 42.75 |
| 2018-12-31 | $272k | 5.8k | 46.70 |
| 2018-09-30 | $286k | 5.8k | 49.10 |
| 2018-06-30 | $298k | 5.8k | 51.16 |
| 2018-03-31 | $304k | 5.8k | 52.19 |
| 2017-12-31 | $299k | 5.8k | 51.33 |
| 2017-09-30 | $255k | 5.8k | 43.78 |
| 2017-06-30 | $250k | 5.8k | 42.92 |
| 2017-03-31 | $238k | 5.8k | 40.86 |
| 2016-12-31 | $230k | 5.8k | 39.48 |