Charles Schwab Corporation shares owned by First Dallas Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Dallas Securities
from 13F filings
Historical chart of First Dallas Securities investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by First Dallas Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 11k | 99.91 |
| 2025-09-30 | $1.2M | 12k | 95.47 |
| 2025-06-30 | $1.4M | 15k | 91.24 |
| 2025-03-31 | $1.4M | 18k | 78.30 |
| 2024-12-31 | $1.4M | 19k | 73.98 |
| 2024-09-30 | $1.2M | 19k | 64.81 |
| 2024-06-30 | $1.8M | 24k | 73.69 |
| 2024-03-31 | $1.7M | 23k | 72.32 |
| 2023-09-30 | $3.5M | 63k | 54.90 |
| 2023-06-30 | $2.0M | 36k | 56.68 |
| 2023-03-31 | $1.8M | 35k | 52.39 |
| 2022-12-31 | $537k | 6.4k | 83.32 |
| 2022-09-30 | $474k | 6.6k | 71.87 |
| 2022-06-30 | $423k | 6.7k | 63.13 |
| 2022-03-31 | $552k | 6.6k | 84.27 |
| 2021-12-31 | $593k | 7.1k | 84.11 |
| 2021-09-30 | $605k | 8.3k | 72.89 |
| 2021-06-30 | $961k | 13k | 72.80 |
| 2021-03-31 | $860k | 13k | 65.15 |
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