Charles Schwab Corporation shares owned by Covey Capital Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Covey Capital Advisors
from 13F filings
Historical chart of Covey Capital Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Covey Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.0M | 22k | 91.24 |
| 2025-03-31 | $1.7M | 22k | 78.28 |
| 2024-12-31 | $1.6M | 22k | 74.01 |
| 2024-09-30 | $1.5M | 23k | 64.81 |
| 2024-06-30 | $1.8M | 24k | 73.96 |
| 2024-03-31 | $1.5M | 21k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.80 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.4M | 25k | 56.68 |
| 2023-03-31 | $1.4M | 27k | 52.38 |
| 2022-12-31 | $3.9M | 47k | 83.26 |
| 2022-09-30 | $3.4M | 47k | 71.87 |
| 2022-06-30 | $3.0M | 47k | 63.19 |
| 2022-03-31 | $4.2M | 50k | 84.31 |
| 2021-12-31 | $5.5M | 66k | 84.09 |
| 2021-09-30 | $4.9M | 67k | 72.85 |
| 2021-06-30 | $4.9M | 67k | 72.80 |
| 2021-03-31 | $4.4M | 67k | 65.17 |
| 2020-12-31 | $3.6M | 67k | 53.04 |
| 2020-09-30 | $2.4M | 66k | 36.23 |
| 2020-06-30 | $2.2M | 65k | 33.75 |
| 2020-03-31 | $2.2M | 64k | 33.62 |
| 2019-12-31 | $3.3M | 68k | 47.56 |
| 2019-09-30 | $2.8M | 67k | 41.83 |
| 2019-06-30 | $2.7M | 68k | 40.19 |
| 2019-03-31 | $2.9M | 68k | 42.76 |
| 2018-12-31 | $2.3M | 56k | 41.51 |
| 2018-09-30 | $2.2M | 44k | 49.14 |
| 2018-06-30 | $2.1M | 42k | 51.10 |
| 2018-03-31 | $2.0M | 39k | 52.21 |
| 2017-12-31 | $1.3M | 25k | 51.38 |
| 2017-09-30 | $1.1M | 25k | 43.73 |
| 2017-06-30 | $1.1M | 25k | 42.96 |
| 2017-03-31 | $886k | 22k | 40.79 |
| 2016-12-31 | $857k | 22k | 39.46 |