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Charles Schwab Corporation shares owned by MV Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by MV Capital Management from 13F filings

Historical chart of MV Capital Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by MV Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by MV Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $94k 1.5k 64.81
2024-06-30 $115k 1.6k 73.69
2024-03-31 $105k 1.5k 72.34
2023-12-31 $100k 1.5k 68.80
2023-09-30 $78k 1.4k 54.90
2023-06-30 $76k 1.3k 56.68
2023-03-31 $18k 336 52.38
2022-12-31 $72k 863 83.26
2022-09-30 $54k 756 71.43
2022-06-30 $34k 535 63.55
2022-03-31 $48k 570 84.21
2021-12-31 $40k 481 83.16
2021-09-30 $35k 476 73.53
2021-06-30 $16k 216 74.07
2021-03-31 $2.0k 33 60.61