Charles Schwab Corporation shares owned by Princeton Portfolio Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Princeton Portfolio Strategies
from 13F filings
Historical chart of Princeton Portfolio Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Princeton Portfolio Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $3.2M | 44k | 72.81 |
| 2021-03-31 | $2.9M | 44k | 65.18 |
| 2020-12-31 | $2.1M | 40k | 53.05 |
| 2020-09-30 | $1.5M | 40k | 36.24 |
| 2020-06-30 | $1.4M | 42k | 33.73 |
| 2020-03-31 | $1.3M | 38k | 33.61 |
| 2019-12-31 | $1.9M | 41k | 47.55 |
| 2019-09-30 | $2.0M | 47k | 41.82 |
| 2019-06-30 | $2.2M | 55k | 40.19 |
| 2019-03-31 | $2.3M | 55k | 42.76 |
| 2018-12-31 | $2.2M | 54k | 41.52 |
| 2018-09-30 | $2.7M | 56k | 49.16 |
| 2018-06-30 | $2.9M | 57k | 51.09 |
| 2018-03-31 | $3.0M | 58k | 52.22 |
| 2017-12-31 | $3.0M | 59k | 51.37 |
| 2017-09-30 | $2.5M | 56k | 43.75 |
| 2017-06-30 | $2.4M | 57k | 42.96 |
| 2017-03-31 | $2.4M | 59k | 40.82 |
| 2016-12-31 | $2.5M | 63k | 39.47 |
| 2016-09-30 | $2.0M | 64k | 31.58 |
| 2016-06-30 | $1.6M | 63k | 25.31 |
| 2016-03-31 | $1.8M | 63k | 28.01 |
| 2015-12-31 | $2.4M | 71k | 32.93 |
| 2015-09-30 | $2.1M | 73k | 28.56 |
| 2015-06-30 | $2.4M | 73k | 32.66 |
| 2015-03-31 | $2.2M | 72k | 30.44 |
| 2014-12-31 | $2.1M | 69k | 30.20 |
| 2014-09-30 | $2.1M | 70k | 29.39 |
| 2014-06-30 | $1.8M | 65k | 26.93 |
| 2014-03-31 | $2.0M | 72k | 27.32 |
| 2013-12-31 | $2.4M | 93k | 26.00 |
| 2013-09-30 | $2.8M | 133k | 21.14 |
| 2013-06-30 | $1.6M | 74k | 21.23 |
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