Charles Schwab Corporation shares owned by Thomas Stevens, CFA"
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Thomas Stevens, CFA"
from 13F filings
Historical chart of Thomas Stevens, CFA" investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $187M | 2.0M | 95.47 |
| 2025-06-30 | $199M | 2.2M | 91.24 |
| 2025-03-31 | $254M | 3.2M | 78.28 |
| 2024-12-31 | $88M | 1.2M | 74.01 |
| 2024-09-30 | $548k | 8.5k | 64.81 |
| 2024-06-30 | $73M | 996k | 73.69 |
| 2024-03-31 | $77M | 1.1M | 72.34 |
| 2023-12-31 | $88M | 1.3M | 68.80 |
| 2023-09-30 | $75M | 1.4M | 54.90 |
| 2023-06-30 | $2.4M | 42k | 56.68 |
| 2023-03-31 | $466k | 8.9k | 52.38 |
| 2022-12-31 | $755k | 9.1k | 83.26 |
| 2022-09-30 | $3.7M | 51k | 71.86 |
| 2022-06-30 | $2.4M | 38k | 63.19 |
| 2022-03-31 | $2.0M | 24k | 84.32 |
| 2021-12-31 | $4.8M | 57k | 84.10 |
| 2021-09-30 | $8.9M | 123k | 72.81 |
| 2021-06-30 | $8.9M | 123k | 72.81 |
| 2021-03-31 | $6.8M | 104k | 65.18 |
| 2020-12-31 | $9.3M | 175k | 53.04 |
| 2020-09-30 | $4.4M | 122k | 36.23 |
| 2020-06-30 | $3.1M | 91k | 33.74 |
| 2020-03-31 | $599k | 18k | 33.63 |
| 2019-12-31 | $389k | 8.2k | 47.50 |
| 2019-09-30 | $343k | 8.2k | 41.89 |
| 2019-06-30 | $329k | 8.2k | 40.18 |
| 2019-03-31 | $1.3M | 30k | 42.76 |
| 2018-12-31 | $457k | 11k | 41.51 |
| 2018-09-30 | $535k | 11k | 49.15 |
| 2018-06-30 | $554k | 11k | 51.13 |
| 2018-03-31 | $556k | 11k | 52.24 |
| 2017-12-31 | $574k | 11k | 51.39 |
| 2017-09-30 | $489k | 11k | 43.78 |
| 2017-06-30 | $480k | 11k | 42.98 |
| 2017-03-31 | $969k | 24k | 40.83 |
| 2016-12-31 | $371k | 9.4k | 39.51 |
| 2016-09-30 | $309k | 9.8k | 31.57 |
| 2016-06-30 | $307k | 12k | 25.29 |
| 2016-03-31 | $360k | 13k | 28.04 |
| 2015-12-31 | $585k | 18k | 32.94 |
| 2015-09-30 | $981k | 34k | 28.57 |
| 2015-06-30 | $1.1M | 34k | 32.65 |
| 2015-03-31 | $1.0M | 34k | 30.43 |
| 2014-12-31 | $1.2M | 39k | 30.19 |
| 2014-09-30 | $1.3M | 45k | 29.39 |
| 2014-06-30 | $1.2M | 43k | 26.92 |
| 2014-03-31 | $1.3M | 49k | 27.33 |
| 2013-12-31 | $1.2M | 46k | 26.00 |
| 2013-09-30 | $3.5M | 165k | 21.14 |
| 2013-06-30 | $3.6M | 170k | 21.23 |
| 2012-06-30 | $1.1M | 85k | 12.93 |
| 2012-03-31 | $3.1M | 218k | 14.37 |
| 2011-12-31 | $2.5M | 221k | 11.26 |
| 2011-09-30 | $2.4M | 210k | 11.27 |
| 2011-06-30 | $2.6M | 155k | 16.45 |
| 2011-03-31 | $3.3M | 186k | 18.03 |
| 2010-12-31 | $2.9M | 169k | 17.11 |