Charles Schwab Corporation shares owned by Mount Vernon Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mount Vernon Associates
from 13F filings
Historical chart of Mount Vernon Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mount Vernon Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 30k | 95.47 |
| 2025-06-30 | $2.8M | 30k | 91.25 |
| 2025-03-31 | $2.4M | 30k | 78.27 |
| 2024-12-31 | $2.2M | 30k | 74.02 |
| 2024-09-30 | $2.0M | 30k | 64.82 |
| 2024-06-30 | $2.1M | 29k | 73.69 |
| 2024-03-31 | $2.2M | 30k | 72.34 |
| 2023-12-31 | $2.0M | 30k | 68.80 |
| 2023-09-30 | $1.6M | 30k | 54.92 |
| 2023-06-30 | $1.7M | 30k | 56.69 |