Charles Schwab Corporation shares owned by Kozak & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 30k | 91.91 |
| 2025-06-30 | $3.0M | 32k | 92.32 |
| 2025-03-31 | $2.5M | 33k | 76.92 |
| 2024-12-31 | $2.5M | 34k | 74.45 |
| 2024-09-30 | $9.1M | 126k | 72.08 |
| 2024-06-30 | $9.2M | 124k | 74.13 |
| 2024-03-31 | $10M | 132k | 78.04 |
| 2023-12-31 | $8.0M | 124k | 64.31 |
| 2023-09-30 | $5.1M | 100k | 51.52 |
| 2023-06-30 | $4.0M | 69k | 57.72 |
| 2023-03-31 | $3.5M | 66k | 52.38 |