Charles Schwab Corporation shares owned by SOL Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by SOL Capital Management
from 13F filings
Historical chart of SOL Capital Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by SOL 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 SOL Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 49k | 95.47 |
| 2025-06-30 | $4.4M | 49k | 91.23 |
| 2025-03-31 | $3.8M | 49k | 78.29 |
| 2024-12-31 | $3.6M | 49k | 74.01 |
| 2024-09-30 | $3.6M | 55k | 64.81 |
| 2024-06-30 | $4.0M | 55k | 73.68 |
| 2024-03-31 | $4.0M | 55k | 72.34 |
| 2023-12-31 | $3.8M | 55k | 68.80 |
| 2023-09-30 | $2.7M | 49k | 54.89 |
| 2023-06-30 | $2.7M | 49k | 56.68 |
| 2023-03-31 | $2.2M | 42k | 52.38 |
| 2022-12-31 | $3.4M | 41k | 83.26 |
| 2022-09-30 | $3.0M | 41k | 71.87 |
| 2022-06-30 | $2.6M | 41k | 63.18 |
| 2022-03-31 | $3.5M | 41k | 84.31 |
| 2021-12-31 | $3.6M | 42k | 84.10 |
| 2021-09-30 | $3.1M | 43k | 72.84 |
| 2021-06-30 | $3.2M | 44k | 72.81 |
| 2021-03-31 | $2.9M | 45k | 65.17 |
| 2020-12-31 | $2.4M | 45k | 53.04 |
| 2020-09-30 | $1.5M | 42k | 36.23 |
| 2020-06-30 | $1.3M | 40k | 33.73 |
| 2020-03-31 | $1.3M | 40k | 33.61 |
| 2019-12-31 | $1.9M | 40k | 47.57 |
| 2019-09-30 | $1.6M | 39k | 41.82 |
| 2019-06-30 | $1.5M | 36k | 40.19 |
| 2019-03-31 | $1.5M | 36k | 42.76 |
| 2018-12-31 | $1.5M | 36k | 41.53 |
| 2018-09-30 | $1.8M | 36k | 49.16 |
| 2018-06-30 | $1.8M | 36k | 51.11 |
| 2018-03-31 | $1.9M | 37k | 52.22 |
| 2017-12-31 | $2.0M | 38k | 51.38 |
| 2017-09-30 | $2.0M | 45k | 43.74 |
| 2017-06-30 | $1.9M | 45k | 42.96 |
| 2017-03-31 | $1.9M | 45k | 40.82 |
| 2016-12-31 | $1.8M | 46k | 39.48 |
| 2016-09-30 | $1.5M | 46k | 31.56 |
| 2016-06-30 | $1.2M | 46k | 25.32 |
| 2016-03-31 | $1.3M | 46k | 28.01 |
| 2015-12-31 | $1.5M | 46k | 32.92 |
| 2015-09-30 | $1.4M | 48k | 28.55 |
| 2015-06-30 | $1.6M | 48k | 32.65 |
| 2015-03-31 | $1.5M | 48k | 30.43 |
| 2014-12-31 | $1.5M | 49k | 30.20 |
| 2014-09-30 | $1.4M | 49k | 29.38 |
| 2014-06-30 | $1.4M | 51k | 26.94 |
| 2014-03-31 | $1.4M | 51k | 27.34 |
| 2013-12-31 | $1.4M | 53k | 26.00 |
| 2013-09-30 | $1.2M | 56k | 21.14 |
| 2013-06-30 | $1.2M | 59k | 21.23 |
| 2013-03-31 | $1.1M | 60k | 17.70 |
| 2012-12-31 | $878k | 61k | 14.36 |
| 2012-09-30 | $797k | 62k | 12.79 |
| 2012-06-30 | $806k | 62k | 12.94 |
| 2012-03-31 | $919k | 64k | 14.37 |
| 2011-12-31 | $511k | 45k | 11.25 |
| 2011-09-30 | $721k | 64k | 11.28 |
| 2011-06-30 | $1.1M | 64k | 16.45 |
| 2011-03-31 | $819k | 45k | 18.04 |