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Charles Schwab Corporation shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 24k 72.34
2023-12-31 $1.6M 24k 68.80
2023-09-30 $1.3M 24k 54.90
2023-06-30 $1.5M 26k 56.68
2023-03-31 $1.1M 22k 52.38
2022-12-31 $1.2M 15k 83.26
2022-09-30 $1.1M 15k 71.85
2022-06-30 $924k 15k 63.19
2022-03-31 $1.2M 14k 84.34
2021-12-31 $1.6M 19k 84.08