Charles Schwab Corporation shares owned by Carmel Capital Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Carmel Capital Partners
from 13F filings
Historical chart of Carmel Capital Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Carmel Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 27k | 64.81 |
| 2024-06-30 | $1.8M | 25k | 73.69 |
| 2024-03-31 | $1.7M | 24k | 72.34 |
| 2023-12-31 | $1.6M | 24k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.5M | 26k | 56.68 |
| 2023-03-31 | $1.1M | 22k | 52.38 |
| 2022-12-31 | $1.2M | 15k | 83.26 |
| 2022-09-30 | $1.1M | 15k | 71.85 |
| 2022-06-30 | $924k | 15k | 63.19 |
| 2022-03-31 | $1.2M | 14k | 84.34 |
| 2021-12-31 | $1.6M | 19k | 84.08 |
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