Charles Schwab Corporation shares owned by Main Street Research
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Main Street Research
from 13F filings
Historical chart of Main Street Research investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Main Street Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 37k | 64.81 |
| 2024-06-30 | $30M | 402k | 73.69 |
| 2024-03-31 | $28M | 391k | 72.34 |
| 2023-12-31 | $26M | 371k | 68.80 |
| 2023-09-30 | $20M | 369k | 54.90 |
| 2023-06-30 | $13M | 233k | 56.68 |
| 2023-03-31 | $12M | 234k | 52.38 |
| 2022-12-31 | $3.5M | 42k | 83.26 |
| 2022-09-30 | $3.0M | 42k | 71.87 |
| 2022-06-30 | $2.6M | 41k | 63.19 |
| 2022-03-31 | $3.7M | 44k | 84.31 |
| 2021-12-31 | $3.9M | 46k | 84.11 |
| 2021-09-30 | $3.3M | 46k | 72.85 |
| 2021-06-30 | $3.3M | 46k | 72.80 |
| 2021-03-31 | $3.2M | 49k | 65.18 |
| 2020-12-31 | $2.6M | 49k | 53.03 |
| 2020-09-30 | $1.6M | 44k | 36.23 |
| 2020-06-30 | $1.4M | 43k | 33.74 |
| 2020-03-31 | $1.4M | 43k | 33.63 |
| 2019-12-31 | $2.5M | 52k | 47.55 |
| 2019-09-30 | $2.3M | 55k | 41.83 |
| 2019-06-30 | $2.3M | 57k | 40.19 |
| 2019-03-31 | $2.4M | 56k | 42.76 |
| 2018-12-31 | $2.4M | 58k | 41.53 |
| 2018-09-30 | $3.2M | 65k | 49.16 |
| 2018-06-30 | $3.3M | 65k | 51.10 |
| 2018-03-31 | $3.4M | 65k | 52.23 |
| 2017-12-31 | $3.4M | 67k | 51.38 |
| 2017-09-30 | $2.8M | 64k | 43.75 |
| 2017-06-30 | $2.8M | 66k | 42.96 |
| 2017-03-31 | $2.8M | 68k | 40.81 |
| 2016-12-31 | $2.7M | 68k | 39.47 |
| 2016-09-30 | $2.1M | 68k | 31.57 |
| 2016-06-30 | $1.7M | 68k | 25.31 |
| 2016-03-31 | $2.1M | 74k | 28.02 |
| 2015-12-31 | $12M | 363k | 32.93 |
| 2015-09-30 | $11M | 355k | 30.52 |
| 2015-06-30 | $2.5M | 76k | 32.65 |
| 2015-03-31 | $2.3M | 75k | 30.44 |
| 2014-12-31 | $2.4M | 78k | 30.20 |
| 2014-09-30 | $2.3M | 78k | 29.39 |
| 2014-06-30 | $2.1M | 78k | 26.93 |
| 2014-03-31 | $2.1M | 79k | 27.33 |
| 2013-12-31 | $2.0M | 79k | 26.01 |
| 2013-09-30 | $1.7M | 80k | 21.15 |
| 2013-06-30 | $1.7M | 80k | 21.23 |
| 2013-03-31 | $1.4M | 80k | 17.69 |
| 2012-12-31 | $1.1M | 80k | 14.36 |
| 2012-09-30 | $1.0M | 80k | 12.78 |
| 2012-06-30 | $1.0M | 79k | 12.93 |
| 2012-03-31 | $1.1M | 79k | 14.36 |
| 2011-12-31 | $892k | 79k | 11.26 |
| 2011-09-30 | $895k | 79k | 11.27 |
| 2011-06-30 | $1.4M | 87k | 16.45 |
| 2011-03-31 | $1.6M | 88k | 18.03 |
| 2010-12-31 | $1.5M | 88k | 17.11 |
| 2010-09-30 | $1.2M | 89k | 13.90 |
| 2010-06-30 | $1.3M | 91k | 14.18 |
| 2010-03-31 | $1.8M | 94k | 18.69 |
| 2009-12-31 | $1.8M | 94k | 18.82 |