Charles Schwab Corporation shares owned by Aperio Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aperio Group
from 13F filings
Historical chart of Aperio Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aperio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $43M | 812k | 53.04 |
| 2020-09-30 | $22M | 599k | 36.26 |
| 2020-06-30 | $23M | 666k | 33.74 |
| 2020-03-31 | $22M | 643k | 33.62 |
| 2019-12-31 | $33M | 683k | 47.56 |
| 2019-09-30 | $28M | 673k | 41.83 |
| 2019-06-30 | $29M | 719k | 40.19 |
| 2019-03-31 | $30M | 707k | 42.76 |
| 2018-12-31 | $28M | 678k | 41.53 |
| 2018-09-30 | $31M | 634k | 49.15 |
| 2018-06-30 | $32M | 620k | 51.10 |
| 2018-03-31 | $30M | 580k | 52.22 |
| 2017-12-31 | $28M | 547k | 51.37 |
| 2017-09-30 | $23M | 518k | 43.74 |
| 2017-06-30 | $21M | 497k | 42.96 |
| 2017-03-31 | $19M | 452k | 40.81 |
| 2016-12-31 | $17M | 435k | 39.47 |
| 2016-09-30 | $15M | 477k | 31.57 |
| 2016-06-30 | $12M | 461k | 25.31 |
| 2016-03-31 | $12M | 419k | 28.02 |
| 2015-12-31 | $14M | 409k | 32.93 |
| 2015-09-30 | $11M | 369k | 28.56 |
| 2015-06-30 | $11M | 344k | 32.65 |
| 2015-03-31 | $9.7M | 320k | 30.44 |
| 2014-12-31 | $9.4M | 311k | 30.19 |
| 2014-09-30 | $8.6M | 292k | 29.39 |
| 2014-06-30 | $7.4M | 275k | 26.93 |
| 2014-03-31 | $7.0M | 255k | 27.33 |
| 2013-12-31 | $6.8M | 261k | 26.00 |
| 2013-09-30 | $4.8M | 229k | 21.14 |
| 2013-06-30 | $4.3M | 203k | 21.23 |
| 2013-03-31 | $2.8M | 156k | 17.69 |
| 2012-12-31 | $2.0M | 141k | 14.36 |
| 2012-09-30 | $2.0M | 155k | 12.79 |
| 2012-06-30 | $1.9M | 145k | 12.93 |
| 2012-03-31 | $1.6M | 115k | 14.37 |
| 2011-12-31 | $1.2M | 106k | 11.26 |
| 2011-09-30 | $1.3M | 113k | 11.27 |
| 2011-06-30 | $2.1M | 131k | 16.45 |
| 2011-03-31 | $2.3M | 130k | 18.03 |