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Charles Schwab Corporation shares owned by Ashburton

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ashburton from 13F filings

Historical chart of Ashburton investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Ashburton consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Ashburton

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 158k 68.80
2023-09-30 $8.3M 147k 56.68
2023-06-30 $8.3M 147k 56.68
2023-03-31 $7.8M 150k 52.38
2019-06-30 $156k 3.9k 40.15
2019-03-31 $101k 2.4k 42.89
2018-12-31 $94k 2.3k 41.32
2018-09-30 $41k 840 48.81
2017-06-30 $0 0 0.00
2016-12-31 $1.6M 41k 39.46
2016-09-30 $1.3M 42k 31.57
2016-06-30 $2.0M 81k 25.32
2016-03-31 $3.0M 108k 28.02
2015-12-31 $4.1M 122k 33.25