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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

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All positions including Charles Schwab Corporation held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Brian McDonald

Quarter filed Position value Share count Share price at filing
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