Charles Schwab Corporation shares owned by Beacon Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 32k | 95.47 |
| 2025-06-30 | $2.9M | 32k | 91.24 |
| 2025-03-31 | $2.5M | 32k | 78.28 |
| 2024-12-31 | $2.4M | 32k | 74.01 |
| 2024-09-30 | $2.2M | 33k | 64.81 |
| 2024-06-30 | $2.4M | 33k | 73.69 |
| 2024-03-31 | $2.4M | 34k | 72.34 |
| 2023-12-31 | $2.4M | 35k | 68.80 |
| 2023-09-30 | $1.7M | 28k | 59.16 |
| 2023-06-30 | $1.1M | 20k | 57.16 |
| 2023-03-31 | $1.0M | 20k | 51.73 |
| 2022-12-31 | $1.8M | 21k | 83.25 |
| 2022-09-30 | $1.5M | 21k | 72.63 |
| 2022-06-30 | $1.3M | 21k | 63.61 |
| 2022-03-31 | $1.9M | 22k | 87.34 |
| 2021-12-31 | $1.9M | 22k | 85.78 |
| 2021-09-30 | $1.6M | 22k | 75.39 |
| 2021-06-30 | $1.4M | 21k | 67.95 |
| 2021-03-31 | $1.2M | 20k | 59.35 |
| 2020-12-31 | $1.2M | 20k | 59.35 |
| 2020-09-30 | $718k | 20k | 36.22 |
| 2020-06-30 | $666k | 20k | 32.74 |
| 2020-03-31 | $710k | 21k | 34.33 |
| 2019-12-31 | $940k | 20k | 47.53 |
| 2019-09-30 | $837k | 20k | 41.42 |
| 2019-06-30 | $806k | 20k | 40.17 |
| 2017-03-31 | $591k | 14k | 41.13 |
| 2016-12-31 | $623k | 16k | 39.42 |
| 2016-09-30 | $489k | 16k | 30.69 |
| 2016-06-30 | $437k | 17k | 25.28 |
| 2016-03-31 | $488k | 17k | 28.11 |
| 2015-12-31 | $608k | 18k | 33.21 |
| 2015-09-30 | $496k | 18k | 27.56 |
| 2015-06-30 | $584k | 18k | 32.21 |
| 2015-03-31 | $529k | 17k | 30.36 |
| 2014-12-31 | $504k | 17k | 30.34 |
| 2014-09-30 | $490k | 17k | 29.70 |
| 2014-06-30 | $454k | 17k | 27.13 |
| 2014-03-31 | $456k | 17k | 27.19 |
| 2013-12-31 | $423k | 17k | 25.58 |