Charles Schwab Corporation shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 30k | 93.85 |
| 2025-06-30 | $2.5M | 27k | 95.15 |
| 2025-03-31 | $2.0M | 24k | 84.01 |
| 2024-12-31 | $1.8M | 24k | 73.00 |
| 2024-09-30 | $2.0M | 28k | 71.71 |
| 2024-06-30 | $2.1M | 33k | 64.91 |
| 2024-03-31 | $2.5M | 33k | 75.23 |
| 2023-12-31 | $2.0M | 32k | 63.48 |
| 2023-09-30 | $1.6M | 32k | 49.33 |
| 2023-06-30 | $1.6M | 25k | 65.34 |
| 2023-03-31 | $1.3M | 25k | 53.12 |
| 2022-12-31 | $1.5M | 18k | 81.19 |
| 2022-09-30 | $1.3M | 17k | 79.67 |
| 2022-06-30 | $1.1M | 16k | 69.03 |
| 2022-03-31 | $624k | 9.9k | 63.29 |
| 2021-12-31 | $870k | 9.9k | 87.74 |
| 2021-09-30 | $961k | 12k | 81.37 |
| 2021-06-30 | $870k | 13k | 68.08 |
| 2021-03-31 | $849k | 13k | 67.78 |
| 2020-12-31 | $472k | 8.1k | 58.43 |
| 2020-09-30 | $331k | 7.8k | 42.54 |
| 2018-09-30 | $258k | 5.9k | 43.69 |
| 2018-06-30 | $353k | 6.9k | 51.14 |
| 2018-03-31 | $58k | 1.1k | 52.54 |
| 2017-12-31 | $5.0k | 104 | 48.08 |
| 2017-09-30 | $5.0k | 104 | 48.08 |
| 2017-06-30 | $4.0k | 103 | 38.83 |
| 2017-03-31 | $7.0k | 179 | 39.11 |
| 2016-12-31 | $3.0k | 75 | 40.00 |
More positions owned by Chicago Partners Investment
View all positions for Chicago Partners Investment