Charles Schwab Corporation shares owned by Birmingham Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Birmingham Capital Management
from 13F filings
Historical chart of Birmingham Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Birmingham Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Birmingham Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 95.47 |
| 2025-06-30 | $1.0M | 11k | 91.24 |
| 2025-03-31 | $1.3M | 16k | 78.28 |
| 2024-12-31 | $1.2M | 16k | 74.01 |
| 2024-09-30 | $1.1M | 17k | 64.81 |
| 2024-06-30 | $1.3M | 18k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $1.2M | 21k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $1.1M | 22k | 52.38 |
| 2022-12-31 | $1.8M | 22k | 83.26 |
| 2022-09-30 | $1.6M | 22k | 71.85 |
| 2022-06-30 | $1.4M | 22k | 63.18 |
| 2022-03-31 | $1.8M | 22k | 84.31 |
| 2021-12-31 | $2.0M | 23k | 84.10 |
| 2021-09-30 | $1.8M | 24k | 72.82 |
| 2021-06-30 | $1.8M | 24k | 72.82 |
| 2021-03-31 | $1.7M | 26k | 65.19 |
| 2020-12-31 | $1.6M | 29k | 53.03 |
| 2020-09-30 | $1.1M | 30k | 36.24 |
| 2020-06-30 | $1.0M | 30k | 33.73 |
| 2020-03-31 | $1.0M | 30k | 33.60 |
| 2019-12-31 | $1.4M | 29k | 47.55 |
| 2019-09-30 | $1.3M | 32k | 41.84 |
| 2019-06-30 | $1.3M | 32k | 40.18 |
| 2019-03-31 | $1.4M | 32k | 42.77 |
| 2018-12-31 | $1.4M | 33k | 41.52 |
| 2018-09-30 | $1.6M | 33k | 49.14 |
| 2018-06-30 | $1.8M | 35k | 51.10 |
| 2018-03-31 | $1.9M | 37k | 52.21 |
| 2017-12-31 | $1.9M | 37k | 51.37 |
| 2017-09-30 | $1.7M | 40k | 43.74 |
| 2017-06-30 | $1.8M | 43k | 42.96 |
| 2017-03-31 | $1.7M | 43k | 40.82 |
| 2016-12-31 | $1.7M | 43k | 39.46 |
| 2016-09-30 | $1.1M | 45k | 25.31 |
| 2016-06-30 | $1.1M | 45k | 25.31 |
| 2016-03-31 | $1.3M | 46k | 28.02 |
| 2015-12-31 | $1.5M | 47k | 32.93 |
| 2015-09-30 | $1.4M | 47k | 28.56 |
| 2015-06-30 | $1.6M | 50k | 32.65 |
| 2015-03-31 | $1.6M | 52k | 30.43 |
| 2014-12-31 | $1.6M | 53k | 30.19 |
| 2014-09-30 | $1.6M | 54k | 29.39 |
| 2014-06-30 | $1.5M | 55k | 26.93 |
| 2014-03-31 | $1.5M | 55k | 27.33 |
| 2013-12-31 | $1.5M | 56k | 25.99 |
| 2013-09-30 | $1.2M | 57k | 21.13 |
| 2013-06-30 | $2.1M | 97k | 21.23 |
More positions owned by Birmingham Capital Management
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