Charles Schwab Corporation shares owned by CI Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $41M | 636k | 64.81 |
| 2024-06-30 | $45M | 615k | 73.69 |
| 2024-03-31 | $44M | 611k | 72.34 |
| 2023-12-31 | $43M | 623k | 68.80 |
| 2023-09-30 | $38M | 681k | 55.05 |
| 2023-06-30 | $44M | 775k | 56.68 |
| 2023-03-31 | $37M | 734k | 50.99 |
| 2022-12-31 | $36M | 427k | 83.30 |