Charles Schwab Corporation shares owned by Investment House
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Investment House
from 13F filings
Historical chart of Investment House investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Investment House
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $261k | 2.6k | 99.91 |
| 2025-06-30 | $1.0M | 12k | 91.24 |
| 2024-06-30 | $412k | 5.6k | 73.69 |
| 2024-03-31 | $2.7M | 37k | 72.34 |
| 2023-12-31 | $3.1M | 45k | 68.80 |
| 2023-06-30 | $1.3M | 23k | 56.68 |
| 2022-03-31 | $399k | 4.7k | 84.37 |
| 2021-12-31 | $398k | 4.7k | 84.16 |
| 2021-09-30 | $337k | 4.6k | 72.80 |
| 2021-06-30 | $315k | 4.3k | 72.77 |
| 2021-03-31 | $282k | 4.3k | 65.14 |
| 2020-12-31 | $242k | 4.6k | 53.12 |
| 2020-06-30 | $218k | 6.5k | 33.72 |
| 2020-03-31 | $297k | 8.8k | 33.59 |
| 2019-12-31 | $435k | 9.1k | 47.60 |
| 2019-09-30 | $478k | 11k | 41.82 |
| 2019-06-30 | $450k | 11k | 40.16 |