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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

Tip: Access up to 7 years of quarterly data

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

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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
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