Charles Schwab Corporation shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 32k | 95.47 |
| 2025-06-30 | $3.7M | 40k | 91.24 |
| 2025-03-31 | $2.8M | 36k | 78.28 |
| 2024-12-31 | $2.7M | 36k | 74.01 |
| 2024-09-30 | $2.4M | 37k | 64.81 |
| 2024-06-30 | $3.5M | 47k | 73.69 |
| 2024-03-31 | $3.4M | 47k | 72.34 |
| 2023-12-31 | $3.1M | 48k | 64.63 |
| 2020-03-31 | $1.4M | 41k | 33.61 |
| 2019-12-31 | $2.4M | 51k | 47.57 |
| 2019-09-30 | $2.1M | 51k | 41.82 |
| 2019-06-30 | $2.0M | 51k | 40.19 |
| 2019-03-31 | $2.5M | 57k | 42.77 |
| 2018-12-31 | $2.4M | 57k | 41.52 |
| 2018-09-30 | $2.8M | 56k | 49.16 |
| 2018-06-30 | $2.8M | 55k | 51.11 |
| 2018-03-31 | $2.8M | 54k | 52.22 |
| 2017-12-31 | $3.4M | 66k | 51.37 |
| 2017-09-30 | $2.8M | 65k | 43.74 |
| 2017-06-30 | $3.4M | 79k | 42.96 |
| 2017-03-31 | $1.7M | 42k | 40.81 |
| 2016-12-31 | $1.6M | 40k | 39.47 |
More positions owned by D L Carlson Investment Group
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