Charles Schwab Corporation shares owned by Hm Payson & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hm Payson & Co
from 13F filings
Historical chart of Hm Payson & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 95.47 |
| 2025-06-30 | $1.6M | 18k | 91.24 |
| 2025-03-31 | $1.5M | 19k | 78.28 |
| 2024-12-31 | $1.4M | 19k | 74.01 |
| 2024-09-30 | $1.4M | 21k | 64.81 |
| 2024-06-30 | $1.6M | 21k | 73.69 |
| 2024-03-31 | $1.6M | 22k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.80 |
| 2023-09-30 | $1.2M | 22k | 54.90 |
| 2023-06-30 | $1.2M | 21k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.8M | 22k | 83.26 |
| 2022-09-30 | $1.5M | 21k | 71.87 |
| 2022-06-30 | $1.3M | 21k | 63.19 |
| 2022-03-31 | $1.7M | 21k | 84.31 |
| 2021-12-31 | $1.7M | 20k | 84.10 |
| 2021-09-30 | $1.5M | 20k | 72.85 |
| 2021-06-30 | $1.5M | 21k | 72.80 |
| 2021-03-31 | $1.3M | 21k | 65.18 |
| 2020-12-31 | $1.1M | 22k | 53.04 |
| 2020-09-30 | $798k | 22k | 36.22 |
| 2020-06-30 | $797k | 24k | 33.73 |
| 2020-03-31 | $959k | 29k | 33.61 |
| 2019-12-31 | $1.6M | 33k | 47.57 |
| 2019-09-30 | $1.4M | 32k | 41.84 |
| 2019-06-30 | $1.5M | 37k | 40.18 |
| 2019-03-31 | $1.5M | 36k | 42.76 |
| 2018-09-30 | $961k | 20k | 49.17 |
| 2018-06-30 | $1.0M | 20k | 51.11 |
| 2018-03-31 | $1.0M | 20k | 52.21 |
| 2017-12-31 | $990k | 19k | 51.38 |
| 2017-09-30 | $826k | 19k | 43.74 |
| 2017-06-30 | $811k | 19k | 42.94 |
| 2017-03-31 | $771k | 19k | 40.83 |
| 2016-12-31 | $753k | 19k | 39.46 |
| 2016-09-30 | $603k | 19k | 31.60 |
| 2016-06-30 | $889k | 35k | 25.32 |
| 2016-03-31 | $984k | 35k | 28.03 |
| 2015-12-31 | $1.2M | 35k | 32.93 |
| 2015-09-30 | $1.0M | 35k | 28.57 |
| 2015-06-30 | $1.2M | 36k | 32.66 |
| 2015-03-31 | $1.1M | 36k | 30.44 |
| 2014-12-31 | $1.3M | 43k | 30.19 |
| 2014-09-30 | $1.3M | 43k | 29.40 |
| 2014-06-30 | $1.1M | 43k | 26.93 |
| 2014-03-31 | $1.3M | 47k | 27.33 |
| 2013-12-31 | $1.2M | 47k | 26.00 |
| 2013-09-30 | $1.0M | 50k | 21.14 |
| 2013-06-30 | $1.1M | 50k | 21.23 |
| 2013-03-31 | $887k | 50k | 17.69 |
| 2012-12-31 | $720k | 50k | 14.36 |
| 2012-09-30 | $641k | 50k | 12.78 |
| 2012-06-30 | $1.3M | 100k | 12.94 |
| 2012-03-31 | $735k | 51k | 14.37 |
| 2011-12-31 | $576k | 51k | 11.26 |
| 2011-09-30 | $577k | 51k | 11.28 |