Charles Schwab Corporation shares owned by Ycg
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ycg
from 13F filings
Historical chart of Ycg investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ycg
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $264k | 3.8k | 68.79 |
| 2023-09-30 | $211k | 3.8k | 54.89 |
| 2023-06-30 | $8.0M | 141k | 56.68 |
| 2023-03-31 | $7.4M | 141k | 52.38 |
| 2022-12-31 | $12M | 144k | 83.16 |
| 2022-09-30 | $16M | 217k | 71.87 |
| 2022-06-30 | $14M | 217k | 63.18 |
| 2022-03-31 | $18M | 217k | 84.31 |
| 2021-12-31 | $19M | 224k | 84.10 |
| 2021-09-30 | $25M | 339k | 72.84 |
| 2021-06-30 | $31M | 421k | 72.81 |
| 2021-03-31 | $44M | 673k | 65.18 |
| 2020-12-31 | $39M | 739k | 53.04 |
| 2020-09-30 | $19M | 515k | 36.71 |
| 2020-06-30 | $29M | 869k | 33.52 |
| 2020-03-31 | $35M | 1.0M | 33.34 |
| 2019-12-31 | $43M | 909k | 47.56 |
| 2019-09-30 | $38M | 907k | 41.83 |
| 2019-06-30 | $35M | 862k | 40.35 |
| 2019-03-31 | $34M | 779k | 43.12 |
| 2018-12-31 | $31M | 755k | 41.53 |
| 2018-09-30 | $27M | 547k | 49.15 |
| 2018-06-30 | $25M | 484k | 51.16 |
| 2018-03-31 | $25M | 492k | 51.70 |
| 2017-12-31 | $20M | 381k | 51.39 |
| 2017-09-30 | $17M | 389k | 43.81 |
| 2017-06-30 | $17M | 385k | 42.96 |
| 2017-03-31 | $18M | 433k | 40.81 |
| 2016-12-31 | $18M | 446k | 39.47 |
| 2016-09-30 | $14M | 455k | 31.57 |
| 2016-06-30 | $11M | 450k | 25.31 |
| 2016-03-31 | $12M | 438k | 28.02 |
| 2015-12-31 | $10M | 313k | 32.93 |
| 2015-09-30 | $8.6M | 301k | 28.56 |
| 2015-06-30 | $8.5M | 259k | 32.65 |
| 2015-03-31 | $7.7M | 254k | 30.44 |
| 2014-12-31 | $591k | 20k | 30.21 |
| 2014-09-30 | $114k | 3.9k | 29.40 |
| 2014-06-30 | $44k | 1.6k | 26.88 |