Charles Schwab Corporation shares owned by Sweeney & Michel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $689k | 7.2k | 95.45 |
| 2025-09-30 | $600k | 6.5k | 91.96 |
| 2025-06-30 | $599k | 6.5k | 91.98 |
| 2025-03-31 | $454k | 6.5k | 69.93 |
| 2024-09-30 | $466k | 6.5k | 71.36 |
| 2024-06-30 | $388k | 5.2k | 74.53 |
| 2024-03-31 | $362k | 4.7k | 77.07 |
| 2023-09-30 | $360k | 6.5k | 54.90 |
| 2023-06-30 | $448k | 6.8k | 65.52 |
| 2023-03-31 | $373k | 6.8k | 54.61 |