Charles Schwab Corporation shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $745k | 7.8k | 95.47 |
| 2025-06-30 | $761k | 8.3k | 91.24 |
| 2025-03-31 | $637k | 8.1k | 78.29 |
| 2024-12-31 | $587k | 7.9k | 74.01 |
| 2024-09-30 | $500k | 7.7k | 64.81 |
| 2024-06-30 | $591k | 8.0k | 73.69 |
| 2024-03-31 | $590k | 8.2k | 72.34 |
| 2023-12-31 | $553k | 8.0k | 68.80 |
| 2023-09-30 | $433k | 7.9k | 54.90 |
| 2023-06-30 | $472k | 8.3k | 56.68 |
| 2023-03-31 | $452k | 8.6k | 52.38 |
| 2022-12-31 | $770k | 9.3k | 83.26 |
| 2022-09-30 | $667k | 9.3k | 71.83 |
| 2022-06-30 | $621k | 9.8k | 63.14 |
| 2022-03-31 | $829k | 9.8k | 84.28 |
| 2021-12-31 | $922k | 11k | 84.06 |
| 2021-09-30 | $813k | 11k | 72.80 |
| 2021-06-30 | $818k | 11k | 72.83 |
| 2021-03-31 | $755k | 12k | 65.19 |
| 2020-12-31 | $679k | 13k | 53.06 |
| 2020-09-30 | $483k | 13k | 36.23 |
| 2020-06-30 | $407k | 12k | 33.77 |
| 2020-03-31 | $385k | 11k | 33.66 |
| 2019-12-31 | $511k | 11k | 47.57 |
| 2019-09-30 | $449k | 11k | 41.80 |
| 2019-06-30 | $287k | 7.1k | 40.18 |
| 2019-03-31 | $328k | 7.7k | 42.80 |
| 2018-06-30 | $10k | 197 | 50.76 |
| 2017-03-31 | $13k | 323 | 40.25 |
| 2016-12-31 | $13k | 323 | 40.25 |
| 2016-09-30 | $3.0k | 100 | 30.00 |
| 2016-06-30 | $3.0k | 100 | 30.00 |
| 2016-03-31 | $3.0k | 100 | 30.00 |
| 2015-12-31 | $3.0k | 100 | 30.00 |
| 2015-09-30 | $3.0k | 100 | 30.00 |
| 2015-06-30 | $3.0k | 100 | 30.00 |
| 2015-03-31 | $3.0k | 100 | 30.00 |
| 2014-12-31 | $3.0k | 100 | 30.00 |
| 2014-09-30 | $3.0k | 100 | 30.00 |
| 2014-06-30 | $3.0k | 100 | 30.00 |
| 2014-03-31 | $3.0k | 100 | 30.00 |
| 2013-12-31 | $3.0k | 100 | 30.00 |
| 2013-09-30 | $2.0k | 100 | 20.00 |
| 2013-06-30 | $2.0k | 100 | 20.00 |
| 2013-03-31 | $1.8k | 100 | 17.70 |
| 2012-12-31 | $1.4k | 100 | 14.40 |
| 2012-09-30 | $2.6k | 200 | 12.80 |
| 2011-12-31 | $60k | 5.3k | 11.32 |
| 2011-09-30 | $60k | 5.3k | 11.32 |
| 2011-06-30 | $87k | 5.3k | 16.42 |
| 2011-03-31 | $96k | 5.3k | 18.11 |
| 2010-12-31 | $91k | 5.3k | 17.11 |