Charles Schwab Corporation shares owned by Koshinski Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Koshinski Asset Management
from 13F filings
Historical chart of Koshinski Asset Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Koshinski Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Koshinski Asset 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 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-09-30 | $895k | 14k | 64.81 |
| 2024-06-30 | $1.1M | 14k | 74.53 |
| 2024-03-31 | $747k | 10k | 72.34 |
| 2023-12-31 | $840k | 12k | 68.80 |
| 2023-09-30 | $843k | 15k | 54.90 |
| 2023-06-30 | $959k | 17k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $641k | 7.7k | 83.26 |
| 2022-09-30 | $529k | 7.4k | 71.88 |
| 2022-06-30 | $236k | 3.7k | 63.15 |
| 2022-03-31 | $255k | 3.0k | 84.31 |
| 2021-12-31 | $239k | 2.8k | 84.10 |
| 2021-09-30 | $202k | 2.8k | 72.84 |
| 2016-12-31 | $914k | 23k | 39.48 |
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