Charles Schwab Corporation shares owned by Timucuan Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Timucuan Asset Management
from 13F filings
Historical chart of Timucuan Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Timucuan Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299M | 3.1M | 95.47 |
| 2025-06-30 | $292M | 3.2M | 91.24 |
| 2025-03-31 | $256M | 3.3M | 78.28 |
| 2024-12-31 | $243M | 3.3M | 74.01 |
| 2024-09-30 | $213M | 3.3M | 64.81 |
| 2024-06-30 | $239M | 3.2M | 73.69 |
| 2024-03-31 | $235M | 3.2M | 72.34 |
| 2023-09-30 | $126M | 2.3M | 54.90 |
| 2023-06-30 | $130M | 2.3M | 56.68 |
| 2023-03-31 | $113M | 2.2M | 52.38 |
| 2022-12-31 | $144M | 1.7M | 83.26 |
| 2022-09-30 | $125M | 1.7M | 71.87 |
| 2022-06-30 | $110M | 1.7M | 63.18 |
| 2022-03-31 | $142M | 1.7M | 84.31 |
| 2021-12-31 | $155M | 1.8M | 84.10 |
| 2021-09-30 | $133M | 1.8M | 72.84 |
| 2021-06-30 | $134M | 1.8M | 72.81 |
| 2021-03-31 | $121M | 1.9M | 65.18 |
| 2020-12-31 | $99M | 1.9M | 53.04 |
| 2020-09-30 | $68M | 1.9M | 36.23 |
| 2020-06-30 | $58M | 1.7M | 33.74 |
| 2020-03-31 | $53M | 1.6M | 33.62 |