Charles Schwab Corporation shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $43M | 666k | 64.81 |
| 2024-06-30 | $50M | 674k | 73.69 |
| 2024-03-31 | $49M | 682k | 72.34 |
| 2023-12-31 | $47M | 680k | 68.80 |
| 2023-09-30 | $39M | 715k | 54.90 |
| 2023-06-30 | $40M | 712k | 56.68 |
| 2023-03-31 | $35M | 672k | 52.38 |
| 2022-12-31 | $46M | 548k | 83.26 |
| 2022-09-30 | $38M | 532k | 71.87 |
| 2022-06-30 | $35M | 560k | 63.18 |
| 2022-03-31 | $45M | 535k | 84.32 |
| 2021-12-31 | $39M | 466k | 84.10 |
| 2021-09-30 | $34M | 471k | 72.84 |
| 2021-06-30 | $32M | 434k | 72.81 |
| 2021-03-31 | $27M | 419k | 65.18 |
| 2020-12-31 | $21M | 404k | 53.04 |
| 2020-09-30 | $15M | 414k | 36.23 |
| 2020-06-30 | $15M | 431k | 33.74 |
| 2020-03-31 | $15M | 457k | 33.62 |
| 2019-12-31 | $22M | 471k | 47.56 |
| 2019-09-30 | $20M | 475k | 41.83 |
| 2019-06-30 | $15M | 384k | 40.19 |
| 2018-09-30 | $210k | 4.3k | 49.21 |
| 2018-06-30 | $239k | 4.8k | 50.14 |
| 2018-03-31 | $273k | 5.2k | 52.17 |
| 2017-12-31 | $277k | 5.4k | 51.39 |
| 2017-06-30 | $207k | 4.9k | 42.62 |
| 2017-03-31 | $216k | 5.3k | 40.89 |
| 2016-12-31 | $252k | 6.4k | 39.52 |
| 2015-12-31 | $208k | 6.3k | 32.98 |
| 2015-06-30 | $206k | 6.3k | 32.66 |
| 2015-03-31 | $222k | 7.3k | 30.38 |