Charles Schwab Corporation shares owned by Rossmore Private Capital
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rossmore Private Capital
from 13F filings
Historical chart of Rossmore Private Capital investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Rossmore Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 28k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 73.69 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $1.8M | 27k | 68.80 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.4M | 24k | 56.68 |
| 2023-03-31 | $1.3M | 24k | 52.38 |
| 2022-12-31 | $2.0M | 24k | 83.26 |
| 2022-09-30 | $1.7M | 24k | 71.87 |
| 2022-06-30 | $1.5M | 24k | 63.17 |
| 2022-03-31 | $2.0M | 24k | 84.30 |
| 2021-12-31 | $1.6M | 19k | 84.12 |
| 2021-09-30 | $1.4M | 19k | 72.84 |
| 2021-06-30 | $1.4M | 20k | 72.81 |
| 2021-03-31 | $1.3M | 20k | 65.16 |
| 2020-12-31 | $940k | 18k | 53.03 |
| 2020-09-30 | $447k | 12k | 36.22 |
| 2019-09-30 | $8.1M | 193k | 41.83 |
| 2019-06-30 | $7.8M | 193k | 40.19 |
| 2019-03-31 | $8.3M | 193k | 42.76 |
| 2018-12-31 | $8.0M | 193k | 41.53 |
| 2018-09-30 | $7.5M | 153k | 49.15 |
| 2018-06-30 | $9.9M | 193k | 51.10 |
| 2018-03-31 | $10M | 196k | 52.22 |
| 2017-12-31 | $10M | 197k | 51.37 |
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