Charles Schwab Corporation shares owned by Milestone Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 114 | 95.47 |
| 2025-06-30 | $46k | 507 | 91.24 |
| 2025-03-31 | $17k | 214 | 78.28 |
| 2024-12-31 | $16k | 217 | 74.01 |
| 2024-09-30 | $14k | 214 | 64.81 |
| 2024-06-30 | $16k | 214 | 73.69 |
| 2024-03-31 | $16k | 214 | 72.34 |
| 2023-12-31 | $16k | 239 | 68.80 |
| 2023-09-30 | $6.3k | 114 | 54.90 |
| 2023-06-30 | $6.5k | 114 | 56.68 |
| 2023-03-31 | $8.0k | 152 | 52.38 |
| 2022-12-31 | $9.5k | 114 | 83.26 |
| 2022-09-30 | $8.0k | 114 | 70.18 |
| 2022-06-30 | $7.0k | 114 | 61.40 |
| 2022-03-31 | $562k | 6.7k | 84.30 |
| 2021-12-31 | $515k | 6.1k | 84.15 |
| 2021-09-30 | $383k | 5.3k | 72.81 |
| 2021-06-30 | $374k | 5.1k | 72.78 |
| 2021-03-31 | $253k | 3.9k | 65.06 |
| 2020-03-31 | $274k | 8.1k | 33.62 |
| 2019-12-31 | $400k | 8.4k | 47.52 |