Charles Schwab Corporation shares owned by Birch Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Birch Capital Management
from 13F filings
Historical chart of Birch Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Birch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 71k | 95.47 |
| 2025-06-30 | $6.7M | 73k | 91.24 |
| 2025-03-31 | $5.7M | 73k | 78.28 |
| 2024-12-31 | $5.5M | 74k | 74.01 |
| 2024-09-30 | $5.0M | 77k | 64.81 |
| 2024-06-30 | $5.4M | 74k | 73.69 |
| 2024-03-31 | $5.4M | 75k | 72.34 |
| 2023-12-31 | $4.9M | 71k | 68.80 |
| 2023-09-30 | $2.4M | 43k | 54.90 |
| 2023-06-30 | $2.4M | 42k | 56.68 |
| 2023-03-31 | $522k | 10k | 52.38 |