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Charles Schwab Corporation shares owned by Broyhill Asset Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Broyhill Asset Management from 13F filings

Historical chart of Broyhill Asset Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Charles Schwab Corporation by Broyhill Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 4.9k 95.47
2025-06-30 $447k 4.9k 91.24
2025-03-31 $1.9M 25k 78.28
2024-12-31 $1.7M 23k 74.01