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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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All positions including Charles Schwab Corporation held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

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View all positions for Summit Financial

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation