Charles Schwab Corporation shares owned by Howe and Rusling
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.6M | 97k | 68.80 |
| 2023-09-30 | $5.6M | 102k | 54.90 |
| 2023-06-30 | $5.8M | 102k | 56.69 |
| 2023-03-31 | $5.4M | 103k | 52.39 |
| 2022-12-31 | $8.5M | 102k | 83.26 |
| 2022-09-30 | $7.3M | 102k | 71.87 |
| 2022-06-30 | $6.4M | 101k | 63.18 |
| 2022-03-31 | $8.3M | 98k | 84.31 |
| 2021-12-31 | $8.4M | 100k | 84.10 |
| 2021-09-30 | $7.5M | 102k | 72.84 |
| 2021-06-30 | $11M | 153k | 72.81 |
| 2021-03-31 | $9.7M | 149k | 65.18 |
| 2020-12-31 | $8.1M | 153k | 53.04 |
| 2020-09-30 | $5.7M | 156k | 36.23 |
| 2020-06-30 | $5.5M | 164k | 33.74 |
| 2020-03-31 | $5.3M | 159k | 33.62 |
| 2019-12-31 | $171k | 3.6k | 47.65 |
| 2019-09-30 | $251k | 6.0k | 41.76 |
| 2019-06-30 | $242k | 6.0k | 40.26 |
| 2019-03-31 | $256k | 6.0k | 42.82 |
| 2018-12-31 | $201k | 4.8k | 41.49 |
| 2018-09-30 | $251k | 5.1k | 49.12 |
| 2018-06-30 | $7.0M | 137k | 51.10 |
| 2018-03-31 | $7.2M | 138k | 52.22 |
| 2017-12-31 | $7.1M | 139k | 51.37 |
| 2017-09-30 | $6.1M | 139k | 43.74 |
| 2017-06-30 | $6.0M | 140k | 42.96 |
| 2017-03-31 | $6.2M | 152k | 40.81 |
| 2016-12-31 | $6.0M | 152k | 39.47 |
| 2016-09-30 | $4.8M | 152k | 31.57 |
| 2016-06-30 | $4.3M | 169k | 25.31 |
| 2016-03-31 | $4.8M | 172k | 28.02 |
| 2015-12-31 | $5.7M | 175k | 32.93 |
| 2015-09-30 | $5.1M | 177k | 28.56 |
| 2015-06-30 | $6.1M | 187k | 32.65 |
| 2015-03-31 | $3.0k | 86 | 34.88 |
| 2014-12-31 | $16k | 537 | 29.80 |
| 2014-09-30 | $16k | 538 | 29.74 |
| 2014-06-30 | $3.0k | 93 | 32.26 |
| 2014-03-31 | $17k | 606 | 28.05 |
| 2013-12-31 | $36k | 1.4k | 25.71 |
| 2013-09-30 | $13k | 609 | 21.35 |
| 2013-06-30 | $14k | 641 | 21.84 |