Charles Schwab Corporation shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cornerstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $10M | 120k | 84.10 |
| 2019-03-31 | $5.9M | 54k | 109.46 |
| 2018-12-31 | $1.6M | 40k | 41.54 |
| 2018-09-30 | $2.0M | 40k | 49.14 |
| 2018-06-30 | $1.2M | 24k | 51.08 |
| 2018-03-31 | $1.3M | 24k | 52.21 |
| 2017-12-31 | $1.2M | 24k | 51.38 |
| 2017-09-30 | $3.1M | 70k | 43.74 |
| 2017-06-30 | $859k | 20k | 42.95 |
| 2016-09-30 | $204k | 3.2k | 63.75 |
| 2016-06-30 | $329k | 13k | 25.31 |
| 2016-03-31 | $364k | 13k | 28.00 |
| 2015-12-31 | $428k | 13k | 32.92 |
| 2015-09-30 | $371k | 13k | 28.54 |