Charles Schwab Corporation shares owned by Delta Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Delta Investment Management
from 13F filings
Historical chart of Delta Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Delta Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $536k | 5.6k | 95.46 |
| 2025-06-30 | $482k | 5.3k | 91.24 |
| 2023-09-30 | $1.5M | 27k | 54.90 |
| 2023-06-30 | $1.7M | 30k | 56.68 |
| 2023-03-31 | $1.5M | 29k | 52.38 |
| 2022-03-31 | $203k | 2.4k | 84.30 |
| 2021-12-31 | $259k | 3.1k | 84.26 |
| 2021-09-30 | $209k | 2.9k | 72.80 |
| 2021-06-30 | $218k | 3.0k | 72.67 |
| 2020-12-31 | $813k | 15k | 53.02 |
| 2020-09-30 | $542k | 15k | 36.22 |
More positions owned by Delta Investment Management
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