Charles Schwab Corporation shares owned by Crumly & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Crumly & Associates
from 13F filings
Historical chart of Crumly & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Crumly & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $888k | 9.3k | 95.47 |
| 2025-06-30 | $824k | 9.0k | 91.24 |
| 2025-03-31 | $721k | 9.2k | 78.28 |
| 2024-12-31 | $691k | 9.3k | 74.01 |
| 2024-09-30 | $611k | 9.4k | 64.81 |
| 2024-06-30 | $678k | 9.2k | 73.69 |
| 2024-03-31 | $667k | 9.2k | 72.34 |
| 2023-12-31 | $596k | 9.3k | 64.04 |
| 2023-09-30 | $603k | 11k | 54.90 |
| 2023-06-30 | $638k | 11k | 56.68 |
| 2023-03-31 | $740k | 14k | 52.38 |
| 2022-12-31 | $884k | 11k | 83.26 |
| 2022-09-30 | $576k | 8.0k | 71.90 |
| 2022-06-30 | $513k | 8.1k | 63.15 |
| 2022-03-31 | $978k | 12k | 84.35 |
| 2021-12-31 | $1.0M | 12k | 88.87 |
| 2021-09-30 | $913k | 13k | 72.87 |
| 2021-06-30 | $684k | 9.4k | 72.82 |
| 2021-03-31 | $342k | 5.2k | 65.18 |
| 2020-12-31 | $250k | 4.3k | 58.38 |