Charles Schwab Corporation shares owned by Moseley Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Moseley Investment Management
from 13F filings
Historical chart of Moseley Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Moseley Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $677k | 10k | 64.81 |
| 2024-06-30 | $769k | 10k | 73.69 |
| 2024-03-31 | $748k | 10k | 72.34 |
| 2023-12-31 | $711k | 10k | 68.80 |
| 2023-09-30 | $579k | 11k | 54.90 |
| 2023-06-30 | $597k | 11k | 56.68 |
| 2023-03-31 | $552k | 11k | 52.38 |
| 2022-12-31 | $873k | 11k | 83.26 |
| 2022-09-30 | $760k | 11k | 71.84 |
| 2022-06-30 | $668k | 11k | 63.15 |
| 2022-03-31 | $2.2M | 26k | 84.29 |
| 2021-12-31 | $2.1M | 26k | 84.12 |
| 2021-09-30 | $1.2M | 16k | 74.40 |
| 2021-06-30 | $1.1M | 16k | 72.80 |
| 2021-03-31 | $1.1M | 17k | 65.16 |
| 2020-12-31 | $904k | 17k | 53.07 |
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