Charles Schwab Corporation shares owned by Mount Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mount Capital
from 13F filings
Historical chart of Mount Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mount Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 557k | 95.47 |
| 2025-06-30 | $51M | 557k | 91.24 |
| 2025-03-31 | $44M | 557k | 78.28 |
| 2024-12-31 | $41M | 557k | 74.01 |
| 2024-09-30 | $36M | 557k | 64.42 |
| 2024-06-30 | $34M | 455k | 73.69 |
| 2024-03-31 | $33M | 455k | 72.34 |
| 2023-09-30 | $23M | 415k | 54.90 |
| 2023-06-30 | $20M | 346k | 56.68 |
| 2023-03-31 | $18M | 346k | 52.38 |
| 2022-12-31 | $27M | 327k | 83.26 |
| 2022-09-30 | $24M | 327k | 71.87 |
| 2022-06-30 | $17M | 273k | 63.18 |
| 2022-03-31 | $23M | 273k | 84.31 |
| 2021-12-31 | $27M | 322k | 84.10 |