Charles Schwab Corporation shares owned by Poehling Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Poehling Capital Management
from 13F filings
Historical chart of Poehling Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Poehling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 189k | 54.90 |
| 2023-06-30 | $11M | 186k | 56.68 |
| 2023-03-31 | $4.6M | 88k | 52.38 |
| 2022-12-31 | $1.4M | 17k | 83.26 |
| 2022-06-30 | $332k | 5.3k | 63.13 |
| 2020-06-30 | $2.2M | 64k | 33.74 |
| 2020-03-31 | $2.3M | 70k | 33.62 |
| 2019-12-31 | $860k | 18k | 47.57 |
| 2019-09-30 | $736k | 18k | 41.82 |
| 2018-06-30 | $18k | 350 | 51.43 |
| 2018-03-31 | $18k | 350 | 51.43 |
| 2017-12-31 | $18k | 350 | 51.43 |
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