Charles Schwab Corporation shares owned by Summit Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 32k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 73.69 |
| 2024-03-31 | $1.7M | 23k | 72.34 |
| 2023-12-31 | $1.6M | 23k | 68.80 |
| 2023-09-30 | $978k | 18k | 54.90 |
| 2023-06-30 | $365k | 6.4k | 56.68 |
| 2023-03-31 | $241k | 4.6k | 52.38 |
| 2022-12-31 | $270k | 3.2k | 83.27 |
| 2022-09-30 | $225k | 3.1k | 71.88 |