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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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All positions including Charles Schwab Corporation held by Little House Capital consolidated in one spreadsheet with up to 7 years of data

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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
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