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Charles Schwab Corporation shares owned by Means Investment

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Means Investment from 13F filings

Historical chart of Means Investment investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Means Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Means Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 90k 72.34
2023-12-31 $4.9M 72k 68.80
2023-09-30 $3.1M 57k 54.90
2023-06-30 $2.6M 46k 56.68
2023-03-31 $1.4M 27k 52.38