Charles Schwab Corporation shares owned by Symmetry Partner
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Symmetry Partner
from 13F filings
Historical chart of Symmetry Partner investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Symmetry Partner
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $605k | 8.7k | 69.51 |
| 2023-09-30 | $547k | 10k | 54.89 |
| 2023-06-30 | $565k | 10k | 56.69 |
| 2023-03-31 | $522k | 10k | 52.38 |
| 2022-12-31 | $830k | 10k | 83.28 |
| 2022-09-30 | $716k | 10k | 71.84 |
| 2022-06-30 | $594k | 9.4k | 63.14 |
| 2022-03-31 | $793k | 9.4k | 84.29 |
| 2021-12-31 | $791k | 9.4k | 84.08 |
| 2021-09-30 | $1.1M | 15k | 75.88 |
| 2021-06-30 | $1.2M | 17k | 72.82 |
| 2021-03-31 | $1.3M | 20k | 65.18 |
| 2020-12-31 | $1.4M | 26k | 53.03 |
| 2020-09-30 | $488k | 14k | 36.19 |