Charles Schwab Corporation shares owned by Old Mission Investment
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Old Mission Investment
from 13F filings
Historical chart of Old Mission Investment investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Old Mission Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $443k | 4.7k | 93.98 |
| 2025-12-31 | $467k | 4.7k | 99.91 |
| 2025-09-30 | $445k | 4.7k | 95.47 |
| 2025-06-30 | $424k | 4.6k | 91.24 |
| 2025-03-31 | $364k | 4.6k | 78.28 |
| 2024-12-31 | $344k | 4.6k | 74.01 |
| 2024-09-30 | $301k | 4.6k | 64.81 |
| 2024-06-30 | $354k | 4.8k | 73.69 |
| 2024-03-31 | $348k | 4.8k | 72.34 |
| 2023-12-31 | $330k | 4.8k | 68.80 |
| 2023-09-30 | $264k | 4.8k | 54.90 |
| 2023-06-30 | $264k | 4.7k | 56.68 |
| 2023-03-31 | $216k | 4.1k | 52.38 |
| 2022-12-31 | $356k | 4.3k | 83.26 |
| 2022-09-30 | $307k | 4.3k | 71.87 |
| 2022-06-30 | $270k | 4.3k | 63.18 |
| 2022-03-31 | $360k | 4.3k | 84.31 |
| 2021-12-31 | $360k | 4.3k | 84.10 |
| 2021-09-30 | $313k | 4.3k | 72.84 |
| 2021-06-30 | $313k | 4.3k | 72.81 |
| 2021-03-31 | $280k | 4.3k | 65.18 |
| 2020-12-31 | $228k | 4.3k | 53.04 |