Charles Schwab Corporation shares owned by Brian McDonald
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 328k | 64.81 |
| 2024-06-30 | $26M | 358k | 73.69 |
| 2024-03-31 | $27M | 367k | 72.34 |
| 2023-09-30 | $19M | 345k | 54.90 |
| 2022-12-31 | $16M | 195k | 83.49 |
| 2022-09-30 | $14M | 192k | 70.70 |
| 2022-06-30 | $12M | 184k | 63.20 |
| 2022-03-31 | $14M | 183k | 76.45 |
| 2021-12-31 | $16M | 183k | 88.53 |
| 2021-09-30 | $16M | 190k | 83.55 |
| 2021-06-30 | $18M | 257k | 71.06 |
| 2021-03-31 | $18M | 261k | 67.14 |
| 2020-12-31 | $16M | 273k | 58.40 |
| 2020-09-30 | $9.4M | 234k | 40.35 |
| 2020-06-30 | $8.2M | 236k | 34.86 |
| 2020-03-31 | $8.7M | 245k | 35.40 |
| 2019-12-31 | $13M | 273k | 47.19 |
| 2019-09-30 | $12M | 281k | 40.99 |
| 2019-06-30 | $12M | 282k | 41.21 |
| 2019-03-31 | $12M | 276k | 44.27 |
| 2018-12-31 | $13M | 272k | 47.72 |
| 2018-09-30 | $13M | 280k | 44.54 |
| 2018-06-30 | $18M | 343k | 52.88 |
| 2018-03-31 | $19M | 346k | 53.68 |
| 2017-12-31 | $19M | 349k | 55.39 |
| 2017-09-30 | $16M | 351k | 44.85 |
| 2017-06-30 | $15M | 362k | 41.96 |
| 2017-03-31 | $14M | 362k | 39.25 |
| 2016-12-31 | $15M | 361k | 41.41 |
| 2016-09-30 | $12M | 355k | 32.43 |
| 2016-06-30 | $13M | 414k | 30.09 |
| 2016-03-31 | $12M | 421k | 28.53 |
| 2015-12-31 | $13M | 430k | 29.00 |
| 2015-09-30 | $13M | 442k | 28.56 |
| 2015-06-30 | $30M | 911k | 32.65 |
| 2015-03-31 | $15M | 483k | 30.44 |
| 2014-12-31 | $30M | 978k | 30.19 |
| 2014-09-30 | $15M | 507k | 29.39 |
| 2014-06-30 | $14M | 532k | 26.93 |
| 2014-03-31 | $17M | 634k | 27.33 |
| 2013-12-31 | $16M | 607k | 26.00 |
| 2013-09-30 | $13M | 629k | 21.14 |
| 2013-06-30 | $13M | 619k | 21.23 |
| 2012-12-31 | $8.5M | 593k | 14.36 |
| 2012-09-30 | $7.1M | 558k | 12.79 |
| 2012-06-30 | $6.8M | 522k | 12.93 |
| 2012-03-31 | $599k | 42k | 14.36 |
| 2011-12-31 | $5.3M | 472k | 11.26 |
| 2011-09-30 | $5.2M | 460k | 11.27 |
| 2011-06-30 | $7.3M | 446k | 16.45 |
| 2011-03-31 | $7.0k | 374 | 18.72 |