Charles Schwab Corporation shares owned by Ascent Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ascent Group
from 13F filings
Historical chart of Ascent Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.7M | 87k | 64.81 |
| 2024-06-30 | $5.9M | 81k | 73.69 |
| 2024-03-31 | $5.2M | 72k | 72.34 |
| 2023-09-30 | $3.0M | 55k | 54.16 |
| 2023-06-30 | $2.3M | 35k | 65.52 |
| 2023-03-31 | $1.4M | 26k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $913k | 12k | 79.67 |
| 2022-06-30 | $575k | 8.3k | 69.03 |
| 2022-03-31 | $346k | 4.1k | 84.31 |
| 2021-12-31 | $345k | 3.9k | 89.12 |