Charles Schwab Corporation shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $239k | 2.4k | 99.91 |
| 2025-09-30 | $229k | 2.4k | 95.47 |
| 2025-06-30 | $217k | 2.4k | 91.24 |
| 2019-09-30 | $361k | 8.6k | 41.82 |
| 2019-06-30 | $362k | 9.0k | 40.10 |
| 2019-03-31 | $388k | 9.1k | 42.72 |
| 2018-12-31 | $291k | 7.0k | 41.57 |
| 2018-09-30 | $701k | 14k | 49.18 |
| 2018-06-30 | $744k | 15k | 51.12 |
| 2018-03-31 | $390k | 7.5k | 52.26 |