Horizon Investments »

Charles Schwab Corporation shares owned by Horizon Investments

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Horizon Investments from 13F filings

Historical chart of Horizon Investments investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Horizon Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Horizon Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 25k 68.52
2023-09-30 $558k 10k 54.65
2023-06-30 $592k 11k 56.46
2023-03-31 $513k 9.8k 52.10
2022-12-31 $1.3M 16k 83.02
2022-09-30 $367k 5.1k 71.74
2022-06-30 $775k 12k 63.01
2022-03-31 $3.0M 36k 84.05
2021-12-31 $958k 11k 83.93
2021-09-30 $791k 11k 72.65
2021-06-30 $808k 11k 72.64
2021-03-31 $4.1M 62k 65.18
2020-12-31 $793k 15k 53.07
2020-09-30 $320k 8.8k 36.28
2020-06-30 $559k 17k 33.72
2020-03-31 $400k 12k 33.66
2019-12-31 $577k 12k 47.58
2019-09-30 $345k 8.2k 41.87
2019-06-30 $259k 6.5k 40.12
2019-03-31 $231k 5.4k 42.79