Charles Schwab Corporation shares owned by Deschutes Portfolio Strategy
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Deschutes Portfolio Strategy
from 13F filings
Historical chart of Deschutes Portfolio Strategy investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Deschutes Portfolio Strategy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $919k | 9.6k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-09-30 | $963k | 15k | 64.81 |
| 2024-06-30 | $895k | 12k | 73.69 |
| 2024-03-31 | $908k | 13k | 72.34 |
| 2023-12-31 | $863k | 13k | 68.80 |
| 2023-09-30 | $608k | 11k | 54.90 |
| 2023-06-30 | $632k | 11k | 56.68 |
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