Charles Schwab Corporation shares owned by Beck Mack & Oliver
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beck Mack & Oliver
from 13F filings
Historical chart of Beck Mack & Oliver investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beck Mack & Oliver
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $197M | 2.1M | 95.47 |
| 2025-06-30 | $192M | 2.1M | 91.24 |
| 2025-03-31 | $170M | 2.2M | 78.28 |
| 2024-12-31 | $157M | 2.1M | 74.01 |
| 2024-09-30 | $136M | 2.1M | 64.81 |
| 2024-06-30 | $151M | 2.1M | 73.69 |
| 2024-03-31 | $149M | 2.1M | 72.34 |
| 2023-12-31 | $133M | 1.9M | 68.80 |
| 2023-09-30 | $103M | 1.9M | 54.90 |
| 2023-06-30 | $105M | 1.8M | 56.68 |
| 2023-03-31 | $87M | 1.7M | 52.38 |
| 2022-12-31 | $127M | 1.5M | 83.26 |
| 2022-09-30 | $110M | 1.5M | 71.87 |
| 2022-06-30 | $97M | 1.5M | 63.18 |
| 2022-03-31 | $128M | 1.5M | 84.31 |
| 2021-12-31 | $127M | 1.5M | 84.10 |
| 2021-09-30 | $108M | 1.5M | 72.84 |
| 2021-06-30 | $107M | 1.5M | 72.81 |
| 2021-03-31 | $93M | 1.4M | 65.18 |
| 2020-12-31 | $79M | 1.5M | 53.04 |
| 2020-09-30 | $54M | 1.5M | 36.23 |
| 2020-06-30 | $42M | 1.2M | 33.74 |
| 2020-03-31 | $39M | 1.2M | 33.62 |
| 2019-12-31 | $46M | 966k | 47.56 |
| 2019-09-30 | $21M | 512k | 41.83 |
| 2019-06-30 | $232k | 5.8k | 40.22 |
| 2019-03-31 | $218k | 5.1k | 42.76 |
| 2018-12-31 | $212k | 5.1k | 41.58 |
| 2018-09-30 | $251k | 5.1k | 49.23 |
| 2018-06-30 | $261k | 5.1k | 51.20 |
| 2018-03-31 | $266k | 5.1k | 52.18 |
| 2017-12-31 | $262k | 5.1k | 51.39 |
| 2017-09-30 | $223k | 5.1k | 43.74 |
| 2017-06-30 | $219k | 5.1k | 42.96 |
| 2017-03-31 | $208k | 5.1k | 40.80 |
| 2016-12-31 | $201k | 5.1k | 39.43 |