Charles Schwab Corporation shares owned by Burns Matteson Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Burns Matteson Capital Management
from 13F filings
Historical chart of Burns Matteson Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Burns Matteson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 95.47 |
| 2025-06-30 | $1.0M | 11k | 91.24 |
| 2025-03-31 | $891k | 11k | 78.28 |
| 2024-12-31 | $987k | 13k | 74.01 |
| 2024-09-30 | $906k | 14k | 64.81 |
| 2024-06-30 | $1.1M | 14k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $897k | 13k | 68.89 |
| 2023-09-30 | $853k | 16k | 54.90 |
| 2023-06-30 | $878k | 16k | 56.68 |
| 2023-03-31 | $815k | 16k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $937k | 13k | 71.87 |
| 2022-06-30 | $810k | 13k | 63.18 |
| 2022-03-31 | $1.1M | 13k | 84.31 |
| 2021-12-31 | $990k | 12k | 84.10 |
| 2021-09-30 | $805k | 11k | 72.84 |
| 2021-06-30 | $619k | 8.5k | 72.81 |
| 2021-03-31 | $562k | 8.6k | 65.18 |
| 2020-12-31 | $437k | 8.2k | 53.04 |
More positions owned by Burns Matteson Capital Management
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