Charles Schwab Corporation shares owned by Morse Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morse Asset Management
from 13F filings
Historical chart of Morse Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Morse Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 2.5k | 95.47 |
| 2025-06-30 | $8.3k | 91 | 91.24 |
| 2022-06-30 | $948k | 15k | 63.20 |
| 2022-03-31 | $2.6M | 30k | 84.31 |
| 2021-12-31 | $925k | 11k | 84.09 |
| 2021-09-30 | $728k | 10k | 72.80 |
| 2021-06-30 | $874k | 12k | 72.83 |
| 2021-03-31 | $652k | 10k | 65.20 |
| 2020-06-30 | $202k | 6.0k | 33.67 |