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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
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

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Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation