Charles Schwab Corporation shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $674M | 9.3M | 72.34 |
| 2023-09-30 | $390M | 7.1M | 54.90 |
| 2023-06-30 | $141M | 2.5M | 56.68 |
| 2023-03-31 | $150M | 2.9M | 52.38 |
| 2022-12-31 | $168M | 2.0M | 83.26 |
| 2022-09-30 | $122M | 1.7M | 71.87 |
| 2022-06-30 | $112M | 1.8M | 63.18 |
| 2022-03-31 | $232M | 2.7M | 84.31 |
| 2021-12-31 | $268M | 3.2M | 84.10 |
| 2021-09-30 | $264M | 3.6M | 72.84 |
| 2021-06-30 | $336M | 4.6M | 72.81 |
| 2021-03-31 | $196M | 3.0M | 65.18 |
| 2020-12-31 | $173M | 3.3M | 53.04 |
| 2020-09-30 | $161M | 4.5M | 36.23 |
| 2020-06-30 | $184M | 5.5M | 33.74 |
| 2020-03-31 | $156M | 4.6M | 33.62 |
| 2019-12-31 | $76M | 1.6M | 47.56 |
| 2019-09-30 | $293M | 7.0M | 41.83 |
| 2019-06-30 | $271M | 6.8M | 40.19 |
| 2019-03-31 | $348M | 8.1M | 42.76 |
| 2018-12-31 | $557M | 13M | 41.53 |
| 2018-09-30 | $486M | 9.9M | 49.15 |
| 2018-06-30 | $547M | 11M | 51.13 |
| 2018-03-31 | $575M | 11M | 52.22 |
| 2017-12-31 | $600M | 12M | 51.26 |
| 2017-09-30 | $558M | 13M | 43.74 |
| 2017-06-30 | $556M | 13M | 42.96 |
| 2017-03-31 | $535M | 13M | 40.81 |
| 2016-12-31 | $447M | 11M | 39.47 |
| 2016-09-30 | $418M | 13M | 31.57 |
| 2016-06-30 | $242M | 9.6M | 25.31 |
| 2016-03-31 | $55M | 1.9M | 28.02 |
| 2015-12-31 | $161M | 4.9M | 32.93 |
| 2015-09-30 | $164M | 5.7M | 28.56 |
| 2015-06-30 | $154M | 4.7M | 32.65 |
| 2015-03-31 | $135M | 4.4M | 30.44 |
| 2014-12-31 | $128M | 4.2M | 30.19 |
| 2014-09-30 | $126M | 4.3M | 29.39 |
| 2014-06-30 | $119M | 4.4M | 26.93 |
| 2014-03-31 | $91M | 3.3M | 27.33 |
| 2013-12-31 | $22M | 842k | 26.00 |
| 2013-09-30 | $10M | 473k | 21.14 |
| 2012-06-30 | $11M | 835k | 12.93 |
| 2011-06-30 | $32M | 1.9M | 16.45 |
| 2011-03-31 | $42M | 2.3M | 18.03 |