Charles Schwab Corporation shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 62k | 72.34 |
| 2023-12-31 | $4.1M | 59k | 68.80 |
| 2023-09-30 | $3.2M | 58k | 54.90 |
| 2023-06-30 | $3.0M | 52k | 56.68 |
| 2023-03-31 | $2.7M | 51k | 52.38 |
| 2022-12-31 | $4.3M | 51k | 83.26 |
| 2022-09-30 | $3.7M | 52k | 71.87 |
| 2022-06-30 | $3.1M | 50k | 63.18 |
| 2022-03-31 | $4.0M | 48k | 84.31 |
| 2021-12-31 | $4.0M | 48k | 84.11 |
| 2021-09-30 | $3.5M | 48k | 73.33 |
| 2021-06-30 | $3.5M | 48k | 72.80 |
| 2021-03-31 | $3.1M | 48k | 65.17 |
| 2020-12-31 | $2.7M | 50k | 53.04 |
| 2020-09-30 | $1.8M | 49k | 36.22 |
| 2020-06-30 | $1.6M | 48k | 33.91 |
| 2020-03-31 | $1.3M | 37k | 33.61 |
| 2019-12-31 | $2.1M | 45k | 47.57 |
More positions owned by Investment Research & Advisory Group
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