Charles Schwab Corporation shares owned by Sanders Morris Harris
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sanders Morris Harris
from 13F filings
Historical chart of Sanders Morris Harris investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sanders Morris Harris
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $382k | 4.0k | 95.47 |
| 2025-06-30 | $274k | 3.0k | 91.24 |
| 2025-03-31 | $311k | 4.0k | 77.67 |
| 2024-12-31 | $296k | 4.0k | 74.01 |
| 2024-09-30 | $259k | 4.0k | 64.81 |
| 2024-06-30 | $295k | 4.0k | 73.69 |
| 2024-03-31 | $289k | 4.0k | 72.34 |
| 2023-12-31 | $271k | 4.0k | 67.80 |
| 2023-09-30 | $215k | 4.0k | 53.77 |
| 2023-06-30 | $231k | 4.0k | 57.72 |
| 2022-12-31 | $333k | 4.0k | 83.26 |
| 2022-09-30 | $293k | 4.0k | 73.25 |
| 2022-06-30 | $256k | 4.0k | 64.00 |
| 2022-03-31 | $337k | 4.0k | 84.25 |
| 2021-12-31 | $342k | 4.0k | 85.50 |
| 2021-09-30 | $307k | 4.0k | 76.75 |
| 2021-06-30 | $283k | 4.0k | 70.75 |
| 2021-03-31 | $268k | 4.0k | 67.00 |
| 2020-12-31 | $238k | 4.0k | 59.50 |
| 2020-03-31 | $1.1M | 22k | 48.22 |
| 2019-12-31 | $1.1M | 22k | 48.22 |
| 2019-09-30 | $815k | 22k | 37.21 |
| 2019-06-30 | $887k | 22k | 40.50 |