Charles Schwab Corporation shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 64.81 |
| 2024-06-30 | $1.5M | 21k | 73.69 |
| 2024-03-31 | $1.5M | 21k | 72.34 |
| 2023-12-31 | $1.4M | 21k | 68.80 |
| 2023-09-30 | $1.1M | 21k | 54.90 |
| 2023-06-30 | $1.2M | 21k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.7M | 21k | 83.26 |
| 2022-09-30 | $1.5M | 21k | 71.86 |
| 2022-06-30 | $1.3M | 21k | 63.17 |
| 2022-03-31 | $1.7M | 20k | 84.29 |
| 2021-12-31 | $1.8M | 21k | 84.12 |
| 2021-09-30 | $1.7M | 21k | 81.87 |
| 2021-06-30 | $1.4M | 21k | 67.67 |
| 2021-03-31 | $1.4M | 22k | 65.17 |
| 2020-12-31 | $918k | 17k | 53.02 |
| 2020-09-30 | $627k | 17k | 36.22 |
| 2020-06-30 | $583k | 17k | 33.74 |
| 2020-03-31 | $581k | 17k | 33.63 |
| 2019-12-31 | $679k | 14k | 47.56 |
| 2019-09-30 | $597k | 14k | 41.82 |
| 2019-06-30 | $574k | 14k | 40.20 |
| 2019-03-31 | $610k | 14k | 42.73 |
| 2018-12-31 | $593k | 14k | 41.54 |
| 2018-09-30 | $702k | 14k | 49.17 |
| 2018-06-30 | $730k | 14k | 51.13 |
| 2018-03-31 | $597k | 11k | 52.20 |
| 2017-12-31 | $628k | 12k | 51.39 |
More positions owned by Clifford Swan Investment Counsel
View all positions for Clifford Swan Investment Counsel