Charles Schwab Corporation shares owned by Hamel Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hamel Associates
from 13F filings
Historical chart of Hamel Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Hamel Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $868k | 13k | 64.81 |
| 2024-06-30 | $987k | 13k | 73.69 |
| 2024-03-31 | $969k | 13k | 72.34 |
| 2023-12-31 | $880k | 13k | 68.80 |
| 2023-09-30 | $702k | 13k | 54.90 |
| 2023-06-30 | $725k | 13k | 56.68 |
| 2023-03-31 | $624k | 12k | 52.38 |
| 2022-12-31 | $992k | 12k | 83.26 |
| 2022-09-30 | $856k | 12k | 71.87 |
| 2022-06-30 | $787k | 13k | 63.16 |
| 2022-03-31 | $360k | 4.3k | 84.41 |
| 2021-12-31 | $340k | 4.0k | 84.16 |
| 2021-09-30 | $249k | 3.4k | 72.70 |
| 2021-06-30 | $249k | 3.4k | 72.70 |
| 2021-03-31 | $223k | 3.4k | 65.11 |
| 2019-06-30 | $639k | 16k | 40.19 |
| 2019-03-31 | $621k | 15k | 42.75 |