Charles Schwab Corporation shares owned by David Vaughan Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by David Vaughan Investments
from 13F filings
Historical chart of David Vaughan Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by David Vaughan Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 56k | 64.80 |
| 2024-06-30 | $4.9M | 67k | 73.69 |
| 2024-03-31 | $40M | 559k | 72.34 |
| 2023-12-31 | $39M | 559k | 68.80 |
| 2023-09-30 | $30M | 554k | 54.90 |
| 2023-06-30 | $31M | 539k | 56.68 |
| 2023-03-31 | $27M | 521k | 52.38 |
| 2022-12-31 | $43M | 515k | 83.26 |
| 2022-09-30 | $37M | 513k | 71.87 |
| 2022-06-30 | $32M | 509k | 63.18 |
| 2022-03-31 | $41M | 482k | 84.31 |
| 2021-12-31 | $40M | 481k | 84.10 |
| 2021-09-30 | $35M | 476k | 72.84 |
| 2021-06-30 | $35M | 480k | 72.81 |
| 2021-03-31 | $31M | 469k | 65.18 |
| 2020-12-31 | $25M | 470k | 53.04 |
| 2020-09-30 | $17M | 462k | 36.23 |
| 2020-06-30 | $15M | 453k | 33.74 |
| 2020-03-31 | $15M | 442k | 33.62 |
| 2019-12-31 | $20M | 424k | 47.56 |
| 2019-09-30 | $18M | 420k | 41.83 |
| 2019-06-30 | $16M | 406k | 40.19 |
| 2019-03-31 | $16M | 382k | 42.76 |
| 2018-09-30 | $207k | 4.2k | 49.18 |
| 2018-06-30 | $215k | 4.2k | 51.08 |
| 2018-03-31 | $220k | 4.2k | 52.27 |
| 2017-12-31 | $216k | 4.2k | 51.32 |
| 2011-09-30 | $204k | 18k | 11.25 |
| 2011-06-30 | $356k | 22k | 16.46 |
| 2011-03-31 | $439k | 24k | 18.04 |
| 2010-12-31 | $2.0M | 119k | 17.11 |