Charles Schwab Corporation shares owned by Capital Management Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capital Management Associates
from 13F filings
Historical chart of Capital Management Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Capital Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 3.5k | 95.48 |
| 2025-06-30 | $369k | 4.0k | 91.23 |
| 2025-03-31 | $638k | 8.2k | 78.29 |
| 2024-12-31 | $301k | 4.1k | 74.01 |
| 2024-09-30 | $234k | 3.6k | 64.81 |
| 2024-06-30 | $265k | 3.6k | 73.68 |
| 2024-03-31 | $249k | 3.4k | 72.34 |
| 2023-12-31 | $235k | 3.4k | 68.81 |
More positions owned by Capital Management Associates
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