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Charles Schwab Corporation shares owned by Capstone Asset Management Company

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capstone Asset Management Company from 13F filings

Historical chart of Capstone Asset Management Company investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Capstone Asset Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Capstone Asset Management Company

Quarter filed Position value Share count Share price at filing
2017-06-30 $14M 319k 42.96
2017-03-31 $13M 324k 40.81
2016-12-31 $13M 325k 39.47
2016-09-30 $3.3M 106k 31.57
2016-06-30 $2.6M 102k 25.31
2016-03-31 $2.7M 97k 28.02
2015-12-31 $3.3M 101k 32.93
2015-09-30 $10M 364k 28.56
2015-06-30 $12M 356k 32.65
2015-03-31 $2.2M 73k 30.44
2014-12-31 $2.2M 72k 30.19
2014-09-30 $2.3M 77k 29.40
2014-06-30 $2.0M 76k 26.93
2014-03-31 $2.6M 94k 27.33
2013-12-31 $2.9M 113k 26.00
2013-09-30 $3.6M 169k 21.14
2013-06-30 $3.6M 171k 21.23