Charles Schwab Corporation shares owned by Novare Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Novare Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $926k | 12k | 78.28 |
| 2024-12-31 | $832k | 11k | 74.01 |
| 2024-09-30 | $877k | 14k | 64.81 |
| 2024-06-30 | $850k | 12k | 73.69 |
| 2024-03-31 | $853k | 12k | 72.34 |
| 2023-12-31 | $778k | 11k | 68.80 |
| 2023-09-30 | $719k | 13k | 54.90 |
| 2023-06-30 | $783k | 14k | 56.68 |
| 2023-03-31 | $253k | 4.8k | 52.38 |