Charles Schwab Corporation shares owned by IMS Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by IMS Capital Management
from 13F filings
Historical chart of IMS Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by IMS Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by IMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.1M | 14k | 74.01 |
| 2024-09-30 | $926k | 14k | 64.81 |
| 2024-06-30 | $921k | 14k | 64.84 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-09-30 | $762k | 14k | 54.90 |
| 2023-06-30 | $774k | 14k | 56.68 |
| 2023-03-31 | $617k | 12k | 52.38 |
| 2022-12-31 | $981k | 12k | 83.26 |
| 2022-09-30 | $847k | 12k | 71.90 |
| 2022-06-30 | $744k | 12k | 63.16 |
| 2022-03-31 | $989k | 12k | 84.31 |
| 2021-12-31 | $986k | 12k | 84.06 |
| 2021-09-30 | $854k | 12k | 72.80 |
| 2021-06-30 | $839k | 12k | 72.77 |
| 2021-03-31 | $752k | 12k | 65.22 |
| 2020-12-31 | $918k | 17k | 53.06 |
| 2020-09-30 | $627k | 17k | 36.24 |
| 2020-06-30 | $584k | 17k | 33.76 |