Charles Schwab Corporation shares owned by CWM
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 120k | 95.47 |
| 2025-06-30 | $9.4M | 103k | 91.24 |
| 2025-03-31 | $22M | 282k | 78.28 |
| 2024-12-31 | $19M | 256k | 74.01 |
| 2024-09-30 | $20M | 300k | 64.81 |
| 2024-06-30 | $26M | 348k | 73.69 |
| 2024-03-31 | $23M | 320k | 72.34 |
| 2023-12-31 | $23M | 327k | 68.80 |
| 2023-09-30 | $18M | 334k | 54.90 |
| 2023-06-30 | $20M | 348k | 56.68 |
| 2023-03-31 | $14M | 266k | 52.38 |
| 2022-12-31 | $3.4M | 41k | 83.25 |
| 2022-09-30 | $2.7M | 37k | 71.86 |
| 2022-06-30 | $2.0M | 31k | 63.17 |
| 2022-03-31 | $2.3M | 27k | 84.30 |
| 2021-12-31 | $1.5M | 18k | 84.08 |
| 2021-06-30 | $1.0M | 14k | 72.82 |
| 2021-03-31 | $1.0M | 14k | 72.82 |
| 2020-12-31 | $1.0M | 14k | 72.82 |
| 2020-09-30 | $1.0M | 14k | 72.82 |
| 2020-06-30 | $1.0M | 14k | 72.82 |
| 2020-03-31 | $1.0M | 14k | 72.82 |
| 2019-12-31 | $11M | 228k | 47.56 |
| 2019-09-30 | $6.7M | 160k | 41.83 |
| 2019-06-30 | $6.9M | 173k | 40.19 |
| 2019-03-31 | $3.5M | 82k | 42.76 |
| 2018-12-31 | $3.9M | 93k | 41.53 |
| 2018-09-30 | $6.8M | 139k | 49.15 |
| 2018-06-30 | $5.9M | 116k | 51.10 |
| 2018-03-31 | $4.9M | 94k | 52.22 |
| 2017-12-31 | $3.7M | 72k | 51.38 |
| 2017-09-30 | $2.7M | 62k | 43.74 |
| 2017-06-30 | $2.3M | 54k | 42.96 |
| 2017-03-31 | $61k | 1.5k | 41.11 |
| 2016-12-31 | $69k | 1.8k | 39.43 |
| 2016-09-30 | $29k | 908 | 31.94 |
| 2016-06-30 | $0 | 8 | 0.00 |
| 2013-12-31 | $40k | 1.5k | 26.04 |
| 2013-09-30 | $32k | 1.5k | 21.02 |