Charles Schwab Corporation shares owned by Deseret Mutual Benefit Administrators
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Deseret Mutual Benefit Administrators
from 13F filings
Historical chart of Deseret Mutual Benefit Administrators investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Deseret Mutual Benefit Administrators
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 3.1k | 95.47 |
| 2025-06-30 | $262k | 2.9k | 91.24 |
| 2025-03-31 | $225k | 2.9k | 78.28 |
| 2024-12-31 | $178k | 2.4k | 74.01 |
| 2024-09-30 | $167k | 2.6k | 64.81 |
| 2024-06-30 | $194k | 2.6k | 73.69 |
| 2024-03-31 | $132k | 1.8k | 72.34 |
| 2023-09-30 | $62k | 1.1k | 54.90 |
| 2023-06-30 | $67k | 1.2k | 56.68 |
| 2023-03-31 | $60k | 1.2k | 52.38 |
| 2022-12-31 | $96k | 1.2k | 83.26 |
| 2022-09-30 | $137k | 1.9k | 71.69 |
| 2022-06-30 | $135k | 2.1k | 63.03 |
| 2022-03-31 | $155k | 1.8k | 84.42 |
| 2021-12-31 | $175k | 2.1k | 83.97 |
| 2021-09-30 | $172k | 2.4k | 73.01 |
| 2021-06-30 | $267k | 3.7k | 72.73 |
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