Charles Schwab Corporation shares owned by Boltwood Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Boltwood Capital Management
from 13F filings
Historical chart of Boltwood Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Boltwood Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $750k | 7.9k | 95.47 |
| 2025-06-30 | $710k | 7.8k | 91.24 |
| 2025-03-31 | $604k | 7.7k | 78.28 |
| 2024-12-31 | $578k | 7.8k | 74.01 |
| 2024-09-30 | $510k | 7.9k | 64.81 |
| 2024-06-30 | $597k | 8.1k | 73.69 |
| 2024-03-31 | $592k | 8.2k | 72.34 |
| 2023-12-31 | $572k | 8.3k | 68.80 |
| 2023-09-30 | $437k | 8.0k | 54.90 |
| 2023-06-30 | $472k | 8.3k | 56.68 |
| 2023-03-31 | $418k | 8.0k | 52.38 |
| 2019-06-30 | $293k | 7.3k | 40.14 |
| 2019-03-31 | $308k | 7.2k | 42.78 |
| 2018-06-30 | $217k | 4.3k | 50.87 |
| 2015-03-31 | $12M | 387k | 30.44 |
| 2014-12-31 | $12M | 387k | 30.19 |
| 2014-09-30 | $11M | 367k | 29.39 |
| 2014-06-30 | $9.9M | 368k | 26.93 |
| 2014-03-31 | $11M | 406k | 27.33 |
| 2013-12-31 | $11M | 407k | 26.00 |
| 2013-09-30 | $8.6M | 406k | 21.14 |
| 2013-06-30 | $7.3M | 342k | 21.23 |
| 2013-03-31 | $6.1M | 342k | 17.69 |
| 2012-12-31 | $5.1M | 352k | 14.36 |
More positions owned by Boltwood Capital Management
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