Charles Schwab Corporation shares owned by Exchange Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Exchange Capital Management
from 13F filings
Historical chart of Exchange Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Exchange Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Exchange Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $672k | 7.4k | 91.24 |
| 2025-03-31 | $528k | 6.7k | 78.28 |
| 2024-12-31 | $372k | 5.0k | 74.01 |
| 2024-09-30 | $304k | 4.7k | 64.81 |
| 2024-06-30 | $313k | 4.2k | 73.69 |
| 2017-09-30 | $0 | 0 | 0.00 |
| 2017-06-30 | $0 | 0 | 0.00 |
| 2017-03-31 | $0 | 0 | 0.00 |
| 2016-06-30 | $0 | 0 | 0.00 |
| 2014-12-31 | $0 | 0 | 0.00 |
| 2014-06-30 | $5.0k | 195 | 25.64 |
| 2014-03-31 | $5.0k | 195 | 25.64 |
| 2013-12-31 | $5.0k | 195 | 25.64 |
More positions owned by Exchange Capital Management
View all positions for Exchange Capital Management