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Charles Schwab Corporation shares owned by Private Capital Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Capital Management from 13F filings

Historical chart of Private Capital Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Private Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Private Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $744k 10k 73.69
2024-03-31 $830k 12k 72.34
2023-12-31 $536k 7.8k 68.80
2023-09-30 $409k 7.5k 54.90
2023-06-30 $429k 7.6k 56.68
2023-03-31 $212k 4.0k 52.37
2022-12-31 $201k 2.4k 83.26
2022-09-30 $209k 2.9k 71.97
2019-12-31 $202k 4.8k 41.92
2019-09-30 $202k 4.8k 41.92
2019-03-31 $211k 4.9k 42.68
2018-12-31 $205k 4.9k 41.46