Charles Schwab Corporation shares owned by Aureus Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aureus Asset Management
from 13F filings
Historical chart of Aureus Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aureus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 622k | 95.47 |
| 2025-06-30 | $60M | 654k | 91.24 |
| 2025-03-31 | $52M | 664k | 78.28 |
| 2024-12-31 | $49M | 668k | 74.01 |
| 2024-09-30 | $44M | 682k | 64.81 |
| 2024-06-30 | $49M | 666k | 73.69 |
| 2024-03-31 | $49M | 679k | 72.34 |
| 2023-12-31 | $47M | 683k | 68.80 |
| 2023-09-30 | $32M | 586k | 54.90 |
| 2023-06-30 | $34M | 595k | 56.68 |
| 2023-03-31 | $32M | 613k | 52.38 |
| 2022-12-31 | $49M | 593k | 83.26 |
| 2022-09-30 | $41M | 572k | 71.87 |
| 2022-06-30 | $36M | 568k | 63.18 |
| 2022-03-31 | $40M | 479k | 84.31 |
| 2021-12-31 | $40M | 473k | 84.10 |
| 2021-09-30 | $33M | 456k | 72.84 |
| 2021-06-30 | $33M | 450k | 72.81 |
| 2021-03-31 | $27M | 420k | 65.18 |
| 2020-12-31 | $22M | 409k | 53.04 |
| 2020-09-30 | $15M | 411k | 36.23 |
| 2020-06-30 | $15M | 429k | 33.74 |
| 2020-03-31 | $16M | 461k | 33.62 |
| 2019-12-31 | $21M | 447k | 47.56 |
| 2019-09-30 | $19M | 443k | 41.83 |
| 2019-06-30 | $18M | 442k | 40.19 |
| 2019-03-31 | $19M | 451k | 42.76 |
| 2018-12-31 | $18M | 429k | 41.53 |
| 2018-09-30 | $22M | 443k | 49.15 |
| 2018-06-30 | $23M | 444k | 51.10 |
| 2018-03-31 | $23M | 434k | 52.22 |
| 2017-12-31 | $22M | 427k | 51.37 |
| 2017-09-30 | $18M | 419k | 43.74 |
| 2017-06-30 | $18M | 410k | 42.96 |
| 2017-03-31 | $13M | 322k | 40.02 |
| 2016-12-31 | $217k | 5.5k | 39.54 |
| 2015-06-30 | $225k | 6.9k | 32.68 |
| 2015-03-31 | $210k | 6.9k | 30.50 |
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