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Charles Schwab Corporation shares owned by 3Chopt Investment Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 3Chopt Investment Partners from 13F filings

Historical chart of 3Chopt Investment Partners investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by 3Chopt Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by 3Chopt Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 29k 64.81
2024-06-30 $2.4M 33k 73.69
2024-03-31 $2.4M 33k 72.34
2023-12-31 $2.3M 34k 68.80
2023-09-30 $2.1M 38k 54.90
2023-06-30 $2.2M 38k 56.68
2023-03-31 $1.9M 35k 52.38
2022-12-31 $2.7M 32k 83.26