Charles Schwab Corporation shares owned by Cutler Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cutler Investment Counsel
from 13F filings
Historical chart of Cutler Investment Counsel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cutler Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 195k | 95.47 |
| 2025-06-30 | $18M | 196k | 91.24 |
| 2025-03-31 | $15M | 197k | 78.28 |
| 2024-12-31 | $15M | 203k | 74.01 |
| 2024-09-30 | $13M | 207k | 64.81 |
| 2024-06-30 | $16M | 210k | 73.69 |
| 2024-03-31 | $15M | 211k | 72.34 |
| 2023-12-31 | $14M | 209k | 68.80 |
| 2023-09-30 | $12M | 211k | 54.90 |
| 2023-06-30 | $12M | 211k | 56.68 |
| 2023-03-31 | $11M | 211k | 52.38 |
| 2022-12-31 | $17M | 209k | 83.26 |
| 2022-09-30 | $16M | 218k | 71.87 |
| 2022-06-30 | $14M | 219k | 63.18 |
| 2022-03-31 | $18M | 217k | 84.31 |
| 2021-12-31 | $18M | 212k | 84.10 |
| 2021-09-30 | $16M | 214k | 72.84 |
| 2021-06-30 | $16M | 213k | 72.81 |
| 2021-03-31 | $14M | 214k | 65.18 |
| 2020-12-31 | $11M | 214k | 53.04 |
| 2020-09-30 | $7.8M | 214k | 36.23 |
| 2014-06-30 | $6.4M | 237k | 26.93 |
| 2014-03-31 | $6.4M | 235k | 27.33 |
| 2013-12-31 | $6.1M | 233k | 26.00 |
| 2013-09-30 | $4.9M | 234k | 21.14 |
| 2013-06-30 | $5.0M | 234k | 21.23 |
| 2013-03-31 | $3.3M | 232k | 14.36 |
| 2012-12-31 | $3.3M | 232k | 14.36 |
| 2012-09-30 | $2.2M | 174k | 12.79 |
| 2012-06-30 | $2.2M | 172k | 12.93 |
| 2012-03-31 | $2.5M | 172k | 14.37 |