Charles Schwab Corporation shares owned by Brasada Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Brasada Capital Management
from 13F filings
Historical chart of Brasada Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Brasada Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.9M | 25k | 76.08 |
| 2024-03-31 | $3.4M | 47k | 72.34 |
| 2023-12-31 | $1.9M | 28k | 68.80 |
| 2023-06-30 | $2.5M | 43k | 56.68 |
| 2023-03-31 | $5.6M | 107k | 52.38 |
| 2022-12-31 | $9.6M | 115k | 83.26 |
| 2022-09-30 | $7.6M | 106k | 71.86 |
| 2022-06-30 | $8.0M | 127k | 63.18 |
| 2022-03-31 | $10M | 120k | 84.30 |
| 2021-12-31 | $10M | 109k | 94.38 |
| 2021-09-30 | $2.1M | 30k | 72.83 |
| 2021-06-30 | $1.8M | 24k | 72.81 |
| 2021-03-31 | $1.4M | 22k | 65.15 |
| 2019-09-30 | $486k | 12k | 41.86 |
| 2019-06-30 | $510k | 13k | 40.42 |
| 2019-03-31 | $478k | 11k | 42.80 |
| 2018-12-31 | $516k | 12k | 41.52 |
| 2018-09-30 | $503k | 10k | 49.13 |
| 2018-06-30 | $924k | 18k | 51.13 |
| 2018-03-31 | $791k | 15k | 52.20 |
| 2017-12-31 | $868k | 17k | 51.36 |
More positions owned by Brasada Capital Management
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