Charles Schwab Corporation shares owned by Portman Square Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Portman Square Capital
from 13F filings
Historical chart of Portman Square Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Portman Square Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 275k | 64.81 |
| 2024-06-30 | $53M | 714k | 73.69 |
| 2024-03-31 | $20M | 271k | 72.34 |
| 2023-12-31 | $8.9M | 130k | 68.80 |
| 2023-09-30 | $8.1M | 147k | 54.90 |
| 2022-12-31 | $208k | 2.5k | 83.26 |