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
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Quarterly reported holdings in Charles Schwab Corporation by Little House Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 3.1k | 95.46 |
| 2025-06-30 | $287k | 3.1k | 91.25 |
| 2025-03-31 | $253k | 3.2k | 78.29 |
| 2024-12-31 | $239k | 3.2k | 74.01 |
| 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 |