Charles Schwab Corporation shares owned by Everence Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Everence Capital Management
from 13F filings
Historical chart of Everence Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Everence Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 36k | 95.47 |
| 2025-06-30 | $3.3M | 36k | 91.23 |
| 2025-03-31 | $2.8M | 36k | 78.27 |
| 2024-12-31 | $2.6M | 35k | 74.00 |
| 2024-09-30 | $2.1M | 32k | 64.82 |
| 2024-06-30 | $2.8M | 38k | 73.95 |
| 2024-03-31 | $2.7M | 38k | 72.35 |
| 2023-12-31 | $2.2M | 32k | 68.79 |
| 2023-09-30 | $1.2M | 21k | 54.89 |
| 2023-06-30 | $1.2M | 24k | 52.69 |
| 2023-03-31 | $1.2M | 24k | 52.40 |
| 2022-12-31 | $3.0M | 37k | 83.25 |
| 2022-09-30 | $3.1M | 44k | 71.87 |
| 2022-06-30 | $2.7M | 44k | 63.18 |
| 2022-03-31 | $3.7M | 44k | 84.31 |
| 2021-12-31 | $3.3M | 39k | 84.11 |
| 2021-09-30 | $2.2M | 31k | 72.83 |
| 2021-06-30 | $2.2M | 31k | 72.80 |
| 2021-03-31 | $2.0M | 31k | 65.19 |
| 2020-12-31 | $1.6M | 31k | 53.04 |
| 2020-09-30 | $1.1M | 29k | 36.24 |
| 2020-06-30 | $927k | 23k | 39.79 |
| 2020-03-31 | $865k | 23k | 37.13 |
| 2019-12-31 | $1.1M | 23k | 47.56 |
| 2019-09-30 | $985k | 24k | 41.85 |
| 2019-06-30 | $946k | 24k | 40.19 |
| 2019-03-31 | $1.0M | 24k | 42.74 |
| 2018-12-31 | $1.1M | 26k | 41.54 |
| 2018-09-30 | $1.3M | 26k | 49.15 |
| 2018-06-30 | $1.3M | 26k | 51.09 |
| 2018-03-31 | $1.3M | 26k | 52.22 |
| 2017-12-31 | $1.3M | 26k | 51.36 |
| 2017-09-30 | $1.1M | 26k | 43.75 |
| 2017-06-30 | $1.1M | 26k | 42.98 |
| 2017-03-31 | $1.1M | 26k | 40.80 |
| 2016-12-31 | $1.0M | 26k | 39.48 |
| 2016-09-30 | $881k | 28k | 31.57 |
| 2016-06-30 | $706k | 28k | 25.30 |
| 2016-03-31 | $647k | 23k | 28.03 |
| 2015-12-31 | $760k | 23k | 32.93 |
| 2015-09-30 | $775k | 27k | 28.55 |
| 2015-06-30 | $886k | 27k | 32.63 |
| 2015-03-31 | $675k | 23k | 29.35 |
| 2014-12-31 | $694k | 23k | 30.18 |
| 2014-09-30 | $723k | 25k | 28.49 |
| 2014-06-30 | $683k | 25k | 26.92 |
| 2014-03-31 | $693k | 25k | 27.31 |
| 2013-12-31 | $660k | 25k | 26.01 |
| 2013-09-30 | $324k | 15k | 21.12 |
| 2013-06-30 | $326k | 15k | 21.25 |
More positions owned by Everence Capital Management
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