Charles Schwab Corporation shares owned by Blue Whale Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Blue Whale Capital
from 13F filings
Historical chart of Blue Whale Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Blue Whale Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 241k | 64.81 |
| 2024-06-30 | $90M | 1.2M | 73.69 |
| 2024-03-31 | $89M | 1.2M | 72.34 |
| 2023-09-30 | $68M | 1.2M | 54.90 |
| 2023-06-30 | $70M | 1.2M | 56.68 |
| 2023-03-31 | $64M | 1.2M | 52.38 |
| 2022-12-31 | $69M | 827k | 83.26 |
| 2022-09-30 | $71M | 993k | 71.87 |
| 2022-06-30 | $67M | 1.1M | 63.18 |
| 2022-03-31 | $77M | 918k | 84.31 |
| 2021-12-31 | $64M | 761k | 84.10 |
| 2021-09-30 | $3.3M | 45k | 72.84 |