Charles Schwab Corporation shares owned by Choate Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Choate Investment Advisors
from 13F filings
Historical chart of Choate Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Choate Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 35k | 95.47 |
| 2025-06-30 | $3.1M | 35k | 91.24 |
| 2025-03-31 | $2.8M | 36k | 78.28 |
| 2024-12-31 | $2.7M | 36k | 74.01 |
| 2024-09-30 | $2.4M | 38k | 64.81 |
| 2024-06-30 | $8.2M | 112k | 73.69 |
| 2024-03-31 | $7.9M | 110k | 72.34 |
| 2023-09-30 | $3.5M | 64k | 54.90 |
| 2023-06-30 | $2.3M | 40k | 56.68 |
| 2023-03-31 | $2.0M | 38k | 52.38 |
| 2022-12-31 | $858k | 10k | 83.26 |
| 2022-09-30 | $256k | 3.6k | 71.81 |
| 2022-03-31 | $619k | 7.3k | 84.38 |
| 2021-12-31 | $624k | 7.4k | 84.20 |
| 2020-03-31 | $208k | 6.2k | 33.68 |
| 2019-12-31 | $294k | 6.2k | 47.60 |
| 2019-09-30 | $279k | 6.7k | 41.85 |
| 2019-06-30 | $288k | 7.2k | 40.25 |
| 2019-03-31 | $306k | 7.2k | 42.76 |
| 2018-12-31 | $252k | 6.1k | 41.52 |
| 2018-09-30 | $380k | 7.7k | 49.12 |
| 2018-06-30 | $315k | 6.2k | 51.05 |
| 2018-03-31 | $388k | 7.4k | 52.22 |
| 2017-12-31 | $312k | 6.1k | 51.37 |
| 2017-09-30 | $267k | 6.1k | 43.74 |
| 2017-06-30 | $261k | 6.1k | 42.96 |
| 2017-03-31 | $248k | 6.1k | 40.81 |
| 2016-12-31 | $240k | 6.1k | 39.47 |
| 2016-03-31 | $252k | 9.0k | 28.02 |
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