Charles Schwab Corporation shares owned by Columbia Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Columbia Asset Management
from 13F filings
Historical chart of Columbia Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Columbia Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 26k | 99.91 |
| 2025-09-30 | $2.5M | 26k | 95.47 |
| 2025-06-30 | $2.3M | 26k | 91.24 |
| 2025-03-31 | $448k | 481k | 0.93 |
| 2024-12-31 | $81k | 81k | 1.01 |
| 2024-09-30 | $1.7M | 26k | 64.80 |
| 2024-06-30 | $1.8M | 25k | 73.69 |
| 2024-03-31 | $1.2M | 18k | 68.83 |
| 2023-12-31 | $1.2M | 17k | 68.81 |
| 2023-09-30 | $885k | 16k | 54.90 |
| 2023-06-30 | $663k | 12k | 56.69 |
| 2023-03-31 | $296k | 5.6k | 52.44 |