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Charles Schwab Corporation shares owned by Ieq Capital

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

Historical chart of Ieq Capital investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Ieq Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 87k 68.80
2023-09-30 $5.1M 94k 54.90
2023-06-30 $5.4M 94k 56.68
2023-03-31 $5.1M 98k 52.38
2022-12-31 $13M 155k 83.26
2022-09-30 $11M 147k 71.87
2022-06-30 $7.9M 126k 63.18
2022-03-31 $11M 127k 84.30
2021-12-31 $10M 122k 84.09
2021-09-30 $7.2M 99k 72.84
2021-06-30 $7.1M 98k 72.83
2021-03-31 $5.8M 90k 65.19
2020-12-31 $4.6M 87k 53.04
2020-09-30 $3.2M 89k 36.23
2020-06-30 $3.0M 88k 33.74
2020-03-31 $3.2M 95k 33.71
2019-12-31 $742k 16k 47.66