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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Quarterly reported holdings in Charles Schwab Corporation by MV Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |