Charles Schwab Corporation shares owned by Checchi Capital Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Checchi Capital Advisers
from 13F filings
Historical chart of Checchi Capital Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Checchi Capital Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $897k | 14k | 64.81 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $976k | 14k | 72.34 |
| 2023-12-31 | $927k | 14k | 68.80 |
| 2023-09-30 | $735k | 13k | 54.90 |
| 2023-06-30 | $777k | 14k | 56.68 |
| 2023-03-31 | $727k | 14k | 52.38 |
| 2022-12-31 | $1.2M | 14k | 83.26 |
| 2022-09-30 | $971k | 14k | 71.88 |
| 2022-06-30 | $916k | 13k | 69.06 |
| 2022-03-31 | $1.2M | 15k | 84.31 |
| 2021-12-31 | $1.1M | 14k | 84.14 |
| 2021-09-30 | $955k | 13k | 72.82 |
| 2021-06-30 | $932k | 13k | 72.82 |
| 2021-03-31 | $855k | 13k | 65.16 |
| 2020-12-31 | $683k | 13k | 53.04 |
| 2020-09-30 | $329k | 9.1k | 36.21 |
| 2020-06-30 | $335k | 9.9k | 33.72 |
| 2020-03-31 | $324k | 9.6k | 33.61 |
| 2019-12-31 | $536k | 11k | 47.54 |
| 2019-09-30 | $459k | 11k | 41.79 |
| 2019-06-30 | $446k | 11k | 40.21 |
| 2019-03-31 | $422k | 9.9k | 42.72 |
| 2018-12-31 | $417k | 10k | 41.52 |
| 2018-09-30 | $601k | 12k | 49.17 |
| 2018-06-30 | $610k | 12k | 51.11 |
| 2018-03-31 | $615k | 12k | 52.23 |
| 2017-12-31 | $576k | 11k | 51.34 |
| 2017-09-30 | $399k | 9.1k | 43.70 |
| 2017-06-30 | $407k | 9.5k | 42.91 |
| 2017-03-31 | $428k | 11k | 40.81 |
| 2016-12-31 | $368k | 9.3k | 39.43 |
| 2016-09-30 | $281k | 8.9k | 31.60 |
| 2016-06-30 | $224k | 8.9k | 25.29 |
| 2016-03-31 | $244k | 8.7k | 28.01 |
| 2015-12-31 | $293k | 8.9k | 32.89 |
| 2015-09-30 | $214k | 7.5k | 28.50 |
| 2015-06-30 | $234k | 7.2k | 32.64 |
| 2015-03-31 | $238k | 7.8k | 30.50 |