Charles Schwab Corporation shares owned by CCM Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CCM Partners
from 13F filings
Historical chart of CCM Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CCM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 97k | 95.47 |
| 2025-06-30 | $10M | 109k | 91.24 |
| 2025-03-31 | $8.1M | 103k | 78.28 |
| 2024-12-31 | $6.7M | 91k | 74.01 |
| 2024-09-30 | $5.0M | 77k | 64.81 |
| 2024-06-30 | $5.7M | 78k | 73.69 |
| 2024-03-31 | $5.6M | 78k | 72.34 |
| 2023-12-31 | $5.3M | 78k | 68.80 |
| 2023-09-30 | $6.0M | 109k | 54.90 |
| 2023-06-30 | $7.1M | 125k | 56.68 |
| 2023-03-31 | $10M | 198k | 52.38 |
| 2022-12-31 | $6.3M | 76k | 83.26 |
| 2022-09-30 | $14M | 197k | 71.87 |
| 2022-06-30 | $9.6M | 152k | 63.18 |
| 2022-03-31 | $11M | 133k | 84.31 |
| 2021-12-31 | $12M | 139k | 84.10 |
| 2021-09-30 | $9.5M | 130k | 72.84 |
| 2021-06-30 | $7.8M | 108k | 72.81 |
| 2021-03-31 | $9.2M | 142k | 65.18 |
| 2020-12-31 | $470k | 8.9k | 53.02 |
| 2020-09-30 | $321k | 8.9k | 36.21 |
| 2020-06-30 | $299k | 8.9k | 33.73 |
| 2020-03-31 | $310k | 9.2k | 33.64 |
| 2019-12-31 | $391k | 8.2k | 47.59 |
| 2019-09-30 | $390k | 9.3k | 41.86 |
| 2019-06-30 | $374k | 9.3k | 40.14 |
| 2019-03-31 | $9.3k | 398 | 23.41 |
| 2018-12-31 | $391k | 9.4k | 41.52 |
| 2018-09-30 | $458k | 9.3k | 49.16 |
| 2018-06-30 | $476k | 9.3k | 51.09 |
| 2018-03-31 | $487k | 9.3k | 52.27 |
| 2017-12-31 | $479k | 9.3k | 51.41 |
| 2017-09-30 | $408k | 9.3k | 43.79 |
| 2017-06-30 | $400k | 9.3k | 42.93 |
| 2017-03-31 | $380k | 9.3k | 40.79 |
| 2016-12-31 | $303k | 7.7k | 39.49 |
| 2016-09-30 | $303k | 7.7k | 39.49 |
| 2016-03-31 | $239k | 8.5k | 28.01 |
| 2015-12-31 | $281k | 8.5k | 32.93 |
| 2015-09-30 | $208k | 7.3k | 28.60 |
| 2015-06-30 | $237k | 7.3k | 32.59 |
| 2015-03-31 | $221k | 7.3k | 30.39 |
| 2014-12-31 | $220k | 7.3k | 30.25 |
| 2014-09-30 | $214k | 7.3k | 29.43 |
| 2012-09-30 | $184k | 14k | 12.78 |
| 2012-06-30 | $839k | 65k | 12.93 |
| 2012-03-31 | $933k | 65k | 14.38 |
| 2011-12-31 | $730k | 65k | 11.26 |
| 2011-09-30 | $731k | 65k | 11.27 |
| 2011-06-30 | $1.0M | 62k | 16.45 |
| 2011-03-31 | $1.1M | 62k | 18.03 |
| 2010-12-31 | $1.1M | 62k | 17.11 |