Charles Schwab Corporation shares owned by Fil
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fil
from 13F filings
Historical chart of Fil investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Fil
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107M | 1.1M | 95.47 |
| 2025-06-30 | $120M | 1.3M | 91.24 |
| 2025-03-31 | $86M | 1.1M | 78.28 |
| 2024-12-31 | $68M | 923k | 74.01 |
| 2024-09-30 | $23M | 356k | 64.81 |
| 2024-06-30 | $21M | 287k | 73.69 |
| 2024-03-31 | $22M | 308k | 72.34 |
| 2023-09-30 | $38M | 700k | 54.90 |
| 2023-06-30 | $47M | 827k | 56.68 |
| 2023-03-31 | $50M | 948k | 52.38 |
| 2022-12-31 | $103M | 1.2M | 83.26 |
| 2022-09-30 | $122M | 1.7M | 71.87 |
| 2022-06-30 | $123M | 1.9M | 63.18 |
| 2022-03-31 | $179M | 2.1M | 84.31 |
| 2021-12-31 | $195M | 2.3M | 84.10 |
| 2021-09-30 | $152M | 2.1M | 72.84 |
| 2021-06-30 | $157M | 2.2M | 72.81 |
| 2021-03-31 | $125M | 1.9M | 65.18 |
| 2020-12-31 | $56M | 1.0M | 53.04 |
| 2020-09-30 | $35M | 974k | 36.23 |
| 2020-06-30 | $45M | 1.3M | 33.74 |
| 2020-03-31 | $69M | 2.1M | 33.62 |
| 2019-12-31 | $62M | 1.3M | 47.56 |
| 2019-09-30 | $24M | 561k | 41.83 |
| 2019-06-30 | $0 | 6 | 0.00 |
| 2019-03-31 | $0 | 6 | 0.00 |
| 2018-12-31 | $0 | 6 | 0.00 |
| 2018-09-30 | $333k | 6.8k | 49.09 |
| 2018-06-30 | $715k | 14k | 51.07 |
| 2013-12-31 | $4.6M | 177k | 26.00 |
| 2012-12-31 | $19M | 1.3M | 14.36 |
| 2011-09-30 | $22M | 1.9M | 11.43 |
| 2011-06-30 | $32M | 1.9M | 16.50 |
| 2011-03-31 | $52M | 2.9M | 18.10 |
| 2010-12-31 | $48M | 2.8M | 17.12 |