Charles Schwab Corporation shares owned by Capricorn Fund Managers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capricorn Fund Managers
from 13F filings
Historical chart of Capricorn Fund Managers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Capricorn Fund Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $789k | 11k | 73.93 |