Charles Schwab Corporation shares owned by CI Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CI Investments
from 13F filings
Historical chart of CI Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 35k | 68.81 |
| 2023-09-30 | $7.7M | 140k | 54.90 |
| 2023-06-30 | $5.8M | 103k | 56.68 |
| 2023-03-31 | $8.2M | 157k | 52.38 |
| 2022-12-31 | $14M | 168k | 83.26 |
| 2022-09-30 | $12M | 167k | 71.87 |
| 2022-06-30 | $11M | 169k | 63.18 |
| 2022-03-31 | $2.9M | 34k | 84.30 |
| 2021-12-31 | $1.9M | 23k | 84.12 |
| 2021-09-30 | $1.2M | 16k | 72.82 |
| 2021-06-30 | $825k | 11k | 72.85 |
| 2018-12-31 | $9.0k | 225 | 40.00 |