Charles Schwab Corporation shares owned by Neumann Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Neumann Capital Management
from 13F filings
Historical chart of Neumann Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Neumann 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 Neumann Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.4M | 15k | 91.24 |
| 2025-03-31 | $1.2M | 15k | 78.28 |
| 2024-12-31 | $1.1M | 15k | 74.01 |
| 2024-09-30 | $975k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 15k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $1.0M | 15k | 68.80 |
| 2023-09-30 | $814k | 15k | 54.90 |
| 2023-06-30 | $841k | 15k | 56.68 |
| 2023-03-31 | $777k | 15k | 52.38 |
| 2022-12-31 | $1.3M | 15k | 83.26 |
| 2022-09-30 | $1.1M | 15k | 71.90 |
| 2022-06-30 | $1.0M | 16k | 63.21 |
| 2022-03-31 | $1.4M | 16k | 84.30 |
| 2021-12-31 | $1.4M | 17k | 84.08 |
| 2021-09-30 | $1.3M | 17k | 72.82 |
| 2021-06-30 | $1.3M | 17k | 72.82 |
| 2021-03-31 | $1.1M | 17k | 65.16 |
| 2020-12-31 | $931k | 18k | 53.07 |
| 2020-09-30 | $644k | 18k | 36.21 |
| 2020-06-30 | $600k | 18k | 33.74 |
| 2020-03-31 | $598k | 18k | 33.63 |
| 2019-12-31 | $803k | 17k | 47.59 |
| 2019-09-30 | $706k | 17k | 41.84 |
| 2019-06-30 | $688k | 17k | 40.21 |
| 2019-03-31 | $732k | 17k | 42.78 |
| 2018-12-31 | $720k | 17k | 41.52 |
| 2018-09-30 | $879k | 18k | 49.16 |
| 2018-06-30 | $944k | 19k | 51.08 |
| 2018-03-31 | $970k | 19k | 52.22 |
| 2017-12-31 | $963k | 19k | 51.35 |
| 2017-09-30 | $821k | 19k | 43.73 |
| 2017-06-30 | $813k | 19k | 42.94 |
| 2017-03-31 | $773k | 19k | 40.82 |
| 2016-12-31 | $793k | 20k | 39.48 |
| 2016-09-30 | $720k | 23k | 31.57 |
| 2016-06-30 | $577k | 23k | 25.30 |
| 2016-03-31 | $695k | 25k | 28.01 |
| 2015-12-31 | $821k | 25k | 32.91 |
| 2015-09-30 | $827k | 29k | 28.57 |
| 2015-06-30 | $1.3M | 40k | 32.66 |
| 2015-03-31 | $1.4M | 44k | 30.44 |
| 2014-12-31 | $1.3M | 44k | 30.19 |
More positions owned by Neumann Capital Management
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