Charles Schwab Corporation shares owned by Little House Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Little House Capital
from 13F filings
Historical chart of Little House Capital investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Little House Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Little House Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $209k | 3.2k | 64.81 |
2024-06-30 | $432k | 5.9k | 73.69 |
2024-03-31 | $591k | 8.2k | 72.34 |
2023-09-30 | $2.8M | 52k | 54.90 |
2023-06-30 | $2.2M | 39k | 56.68 |
2023-03-31 | $783k | 15k | 52.38 |
2022-12-31 | $275k | 3.3k | 83.26 |
2022-09-30 | $237k | 3.3k | 71.82 |
2022-06-30 | $212k | 3.3k | 63.30 |
2022-03-31 | $282k | 3.3k | 84.20 |
2021-12-31 | $282k | 3.3k | 84.20 |
2021-09-30 | $244k | 3.3k | 72.86 |
2021-06-30 | $279k | 3.8k | 72.88 |
2020-03-31 | $295k | 8.8k | 33.62 |
2019-12-31 | $689k | 15k | 47.54 |
2019-09-30 | $1.3M | 31k | 41.82 |
2019-06-30 | $1.3M | 32k | 42.58 |
2019-03-31 | $1.3M | 31k | 42.76 |
2018-12-31 | $1.3M | 31k | 41.52 |