Charles Schwab Corporation shares owned by Capstone Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Capstone Investment Advisors
from 13F filings
Historical chart of Capstone Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Capstone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 509k | 64.81 |
| 2024-06-30 | $38M | 516k | 73.69 |
| 2024-03-31 | $29M | 398k | 72.34 |
| 2023-12-31 | $34M | 501k | 68.80 |
| 2023-09-30 | $22M | 401k | 54.90 |
| 2023-06-30 | $29M | 507k | 56.68 |
| 2023-03-31 | $23M | 441k | 52.38 |
| 2022-12-31 | $27M | 322k | 83.26 |
| 2022-09-30 | $25M | 346k | 71.88 |
| 2022-06-30 | $22M | 354k | 63.18 |
| 2022-03-31 | $61M | 726k | 84.31 |
| 2021-12-31 | $126M | 1.5M | 84.10 |
| 2021-09-30 | $101M | 1.4M | 72.84 |
| 2021-06-30 | $92M | 1.3M | 72.81 |
| 2021-03-31 | $61M | 941k | 65.18 |
| 2020-12-31 | $34M | 631k | 53.04 |
| 2020-09-30 | $31M | 856k | 36.23 |
| 2020-06-30 | $9.3M | 274k | 33.74 |
| 2020-03-31 | $6.6M | 195k | 33.62 |
| 2019-12-31 | $18M | 378k | 47.56 |
| 2019-09-30 | $13M | 320k | 41.82 |
| 2019-06-30 | $15M | 380k | 40.19 |
| 2019-03-31 | $8.7M | 204k | 42.77 |
| 2018-12-31 | $6.1M | 148k | 41.53 |
| 2018-09-30 | $6.1M | 123k | 49.15 |
| 2018-06-30 | $1.9M | 37k | 51.15 |
| 2017-09-30 | $440k | 10k | 43.67 |
| 2017-03-31 | $2.7M | 66k | 40.81 |
| 2016-12-31 | $1.7M | 43k | 39.47 |
| 2016-06-30 | $1.4M | 55k | 25.29 |
| 2016-03-31 | $235k | 8.4k | 27.98 |
| 2011-06-30 | $200k | 12k | 16.44 |
More positions owned by Capstone Investment Advisors
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