Financial Institutions shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Financial Institutions
Tip: Access up to 7 years of quarterly data
All positions including Financial Institutions held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Institutions by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 168k | 27.20 |
| 2025-06-30 | $4.1M | 161k | 25.68 |
| 2025-03-31 | $4.0M | 160k | 24.96 |
| 2024-12-31 | $3.4M | 125k | 27.29 |
| 2024-09-30 | $3.2M | 124k | 25.47 |
| 2024-06-30 | $2.4M | 124k | 19.32 |
| 2024-03-31 | $2.3M | 122k | 18.82 |
| 2023-12-31 | $2.5M | 120k | 21.30 |
| 2023-09-30 | $2.0M | 121k | 16.83 |
| 2023-06-30 | $1.8M | 112k | 15.74 |
| 2023-03-31 | $2.2M | 112k | 19.28 |
| 2022-12-31 | $2.7M | 112k | 24.36 |
| 2022-09-30 | $2.7M | 111k | 24.08 |
| 2022-06-30 | $3.2M | 123k | 26.03 |
| 2022-03-31 | $5.5M | 182k | 30.13 |
| 2021-12-31 | $7.6M | 238k | 31.80 |
| 2021-09-30 | $7.2M | 234k | 30.65 |
| 2021-06-30 | $7.2M | 240k | 30.00 |
| 2021-03-31 | $6.7M | 222k | 30.29 |
| 2020-12-31 | $4.5M | 200k | 22.50 |
| 2020-09-30 | $3.0M | 197k | 15.40 |
| 2020-06-30 | $3.7M | 198k | 18.61 |
| 2020-03-31 | $3.8M | 212k | 18.14 |
| 2019-12-31 | $6.7M | 210k | 32.10 |
| 2019-09-30 | $6.3M | 208k | 30.18 |
| 2019-06-30 | $6.0M | 205k | 29.15 |
| 2019-03-31 | $5.5M | 204k | 27.18 |
| 2018-12-31 | $5.0M | 195k | 25.70 |
| 2018-09-30 | $5.9M | 188k | 31.40 |
| 2018-06-30 | $5.7M | 173k | 32.90 |
| 2018-03-31 | $4.9M | 165k | 29.60 |
| 2017-12-31 | $5.1M | 164k | 31.10 |
| 2017-09-30 | $3.7M | 128k | 28.80 |
| 2017-06-30 | $3.7M | 125k | 29.80 |
| 2017-03-31 | $2.7M | 82k | 32.95 |
| 2016-12-31 | $2.0M | 60k | 34.20 |
| 2016-09-30 | $1.4M | 51k | 27.12 |
| 2016-06-30 | $1.3M | 49k | 26.07 |
| 2016-03-31 | $1.4M | 48k | 29.08 |
| 2015-12-31 | $1.2M | 43k | 28.00 |
| 2015-09-30 | $902k | 36k | 24.78 |
| 2015-06-30 | $1.4M | 56k | 24.86 |
| 2015-03-31 | $1.3M | 55k | 22.95 |
| 2014-12-31 | $1.3M | 53k | 25.16 |
| 2014-09-30 | $1.2M | 52k | 22.48 |
| 2014-06-30 | $1.2M | 50k | 23.42 |
| 2014-03-31 | $682k | 30k | 23.03 |
| 2013-12-31 | $712k | 29k | 24.74 |
| 2013-09-30 | $571k | 28k | 20.56 |
| 2013-06-30 | $481k | 25k | 19.55 |
| 2013-03-31 | $474k | 24k | 19.74 |
| 2012-12-31 | $345k | 19k | 18.65 |
| 2012-09-30 | $485k | 26k | 18.72 |
| 2012-06-30 | $445k | 26k | 17.18 |
| 2012-03-31 | $438k | 26k | 16.91 |
| 2011-12-31 | $440k | 27k | 16.17 |
| 2011-03-31 | $208k | 12k | 17.77 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management