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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Boltwood Capital Management consolidated in one spreadsheet with up to 7 years of data

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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
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