Charles Schwab Corporation shares owned by Permanens Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Permanens Capital
from 13F filings
Historical chart of Permanens Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Permanens Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 63k | 95.47 |
| 2025-06-30 | $5.6M | 61k | 91.24 |
| 2025-03-31 | $4.3M | 55k | 78.28 |
| 2024-12-31 | $3.5M | 47k | 74.01 |
| 2024-09-30 | $3.0M | 47k | 64.81 |
| 2024-06-30 | $6.2M | 84k | 73.69 |
| 2024-03-31 | $5.4M | 75k | 72.34 |
| 2023-12-31 | $6.9M | 100k | 68.80 |
| 2023-09-30 | $3.1M | 57k | 54.90 |
| 2023-06-30 | $3.1M | 55k | 56.68 |
| 2023-03-31 | $3.1M | 60k | 52.38 |
| 2022-12-31 | $3.4M | 41k | 83.26 |
| 2022-09-30 | $3.3M | 46k | 71.87 |
| 2022-06-30 | $5.0M | 79k | 63.18 |
| 2022-03-31 | $5.8M | 69k | 84.31 |
| 2021-12-31 | $9.7M | 115k | 84.10 |
| 2021-09-30 | $8.4M | 115k | 72.84 |
| 2021-06-30 | $8.4M | 115k | 72.81 |
| 2021-03-31 | $7.7M | 118k | 65.32 |
| 2020-12-31 | $5.5M | 104k | 53.03 |
| 2020-09-30 | $339k | 9.4k | 36.02 |
| 2020-06-30 | $177k | 5.2k | 33.82 |
| 2020-03-31 | $252k | 7.5k | 33.60 |
| 2019-03-31 | $1.3M | 31k | 42.77 |
| 2018-12-31 | $748k | 18k | 41.56 |
| 2018-03-31 | $261k | 5.0k | 52.20 |