CCM Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by CCM Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by CCM Partners

Quarter filed Position value Share count Share price at filing
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