Charles Schwab Corporation shares owned by Cumberland Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cumberland Partners
from 13F filings
Historical chart of Cumberland Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cumberland Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 12k | 93.98 |
| 2025-03-31 | $2.0M | 25k | 78.28 |
| 2024-06-30 | $12M | 157k | 73.69 |
| 2023-03-31 | $1.7M | 32k | 52.38 |
| 2022-12-31 | $5.3M | 63k | 83.26 |
| 2022-09-30 | $977k | 14k | 71.43 |
| 2022-03-31 | $3.7M | 44k | 84.31 |
| 2021-12-31 | $3.8M | 46k | 84.11 |
| 2021-09-30 | $3.2M | 45k | 72.82 |
| 2021-06-30 | $1.3M | 18k | 73.06 |
| 2021-03-31 | $1.3M | 20k | 65.18 |
| 2020-12-31 | $1.1M | 22k | 53.02 |
| 2020-09-30 | $725k | 20k | 36.25 |
| 2020-06-30 | $675k | 20k | 33.75 |
| 2020-03-31 | $672k | 20k | 33.60 |
| 2019-12-31 | $1.4M | 29k | 47.57 |
| 2019-09-30 | $1.9M | 44k | 41.79 |
| 2019-06-30 | $1.7M | 41k | 40.14 |
| 2019-03-31 | $1.2M | 29k | 42.75 |
| 2018-12-31 | $302k | 7.3k | 41.51 |
| 2018-09-30 | $1.3M | 26k | 49.15 |
| 2018-06-30 | $1.3M | 25k | 51.14 |