Charles Schwab Corporation shares owned by Family Management Corporation
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $634k | 12k | 54.90 |
| 2022-12-31 | $922k | 11k | 83.26 |
| 2022-09-30 | $796k | 11k | 71.91 |
| 2022-06-30 | $699k | 11k | 63.15 |
| 2021-09-30 | $210k | 2.9k | 72.69 |
| 2021-06-30 | $224k | 3.1k | 72.92 |
| 2021-03-31 | $200k | 3.1k | 65.10 |
| 2020-09-30 | $2.6M | 72k | 36.23 |
| 2020-06-30 | $2.4M | 71k | 33.74 |
More positions owned by Family Management Corporation
View all positions for Family Management Corporation