Charles Schwab Corporation shares owned by Concord Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2014-12-31 | $11M | 359k | 30.19 |
| 2014-09-30 | $11M | 370k | 29.39 |
| 2014-06-30 | $10M | 370k | 27.14 |
| 2014-03-31 | $10M | 378k | 27.33 |
| 2013-12-31 | $13M | 488k | 26.00 |
| 2013-09-30 | $11M | 520k | 21.14 |
| 2013-06-30 | $11M | 528k | 21.23 |
| 2013-03-31 | $9.7M | 547k | 17.69 |
| 2012-12-31 | $7.8M | 546k | 14.36 |
| 2012-09-30 | $6.9M | 543k | 12.79 |
| 2012-06-30 | $7.1M | 55k | 129.29 |
| 2012-03-31 | $8.0M | 56k | 143.70 |
| 2011-12-31 | $6.2M | 55k | 112.60 |
| 2011-09-30 | $6.3M | 56k | 112.69 |