Charles Schwab Corporation shares owned by Monetary Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Monetary Management
from 13F filings
Historical chart of Monetary Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Monetary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $65k | 650 | 99.91 |
| 2025-09-30 | $62k | 650 | 95.47 |
| 2025-06-30 | $59k | 650 | 91.24 |
| 2025-03-31 | $51k | 650 | 78.28 |
| 2024-12-31 | $59k | 800 | 74.01 |
| 2024-09-30 | $52k | 800 | 64.81 |
| 2024-06-30 | $81k | 1.1k | 73.69 |
| 2024-03-31 | $80k | 1.1k | 72.34 |
| 2023-09-30 | $60k | 1.1k | 54.90 |
| 2023-06-30 | $71k | 1.3k | 56.68 |
| 2023-03-31 | $79k | 1.5k | 52.38 |
| 2022-12-31 | $112k | 1.4k | 83.26 |
| 2022-09-30 | $97k | 1.4k | 71.85 |
| 2022-06-30 | $85k | 1.4k | 62.96 |
| 2022-03-31 | $114k | 1.4k | 84.44 |
| 2021-12-31 | $114k | 1.4k | 84.44 |
| 2021-09-30 | $98k | 1.4k | 72.59 |
| 2021-06-30 | $98k | 1.4k | 72.59 |
| 2021-03-31 | $88k | 1.4k | 65.19 |
| 2020-12-31 | $72k | 1.4k | 53.33 |
| 2020-09-30 | $49k | 1.4k | 36.30 |
| 2020-06-30 | $46k | 1.4k | 34.07 |
| 2020-03-31 | $45k | 1.4k | 33.33 |
| 2019-12-31 | $64k | 1.4k | 47.41 |
| 2019-09-30 | $56k | 1.4k | 41.48 |
| 2019-06-30 | $54k | 1.4k | 40.00 |
| 2019-03-31 | $58k | 1.4k | 42.96 |
| 2018-12-31 | $39k | 950 | 41.05 |
| 2018-09-30 | $47k | 950 | 49.47 |
| 2018-06-30 | $82k | 1.6k | 51.25 |
| 2018-03-31 | $63k | 1.2k | 52.50 |
| 2017-12-31 | $41k | 800 | 51.25 |
| 2017-09-30 | $35k | 800 | 43.75 |
| 2017-06-30 | $1.3M | 29k | 42.95 |
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