Charles Schwab Corporation shares owned by Mason & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mason & Associates
from 13F filings
Historical chart of Mason & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mason & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 5.9k | 95.47 |
| 2025-06-30 | $569k | 6.2k | 91.24 |
| 2025-03-31 | $488k | 6.2k | 78.28 |
| 2024-12-31 | $461k | 6.2k | 74.01 |
| 2024-09-30 | $404k | 6.2k | 64.81 |
| 2024-06-30 | $443k | 6.0k | 73.69 |
| 2024-03-31 | $435k | 6.0k | 72.34 |
| 2023-12-31 | $413k | 6.0k | 68.80 |
| 2023-09-30 | $350k | 6.4k | 54.90 |
| 2023-06-30 | $325k | 5.7k | 56.68 |