Charles Schwab Corporation shares owned by Cullinan Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cullinan Associates
from 13F filings
Historical chart of Cullinan Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cullinan Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $943k | 13k | 70.94 |
| 2024-06-30 | $2.9M | 39k | 73.69 |
| 2024-03-31 | $2.9M | 40k | 72.34 |
| 2023-12-31 | $3.2M | 47k | 68.80 |
| 2023-09-30 | $2.9M | 53k | 54.90 |
| 2023-06-30 | $3.1M | 54k | 56.68 |
| 2023-03-31 | $4.4M | 83k | 52.38 |
| 2022-12-31 | $6.3M | 76k | 83.26 |
| 2022-09-30 | $5.5M | 76k | 71.87 |
| 2022-06-30 | $4.9M | 78k | 63.17 |
| 2022-03-31 | $6.1M | 73k | 84.31 |
| 2021-12-31 | $6.8M | 81k | 84.10 |
| 2021-09-30 | $5.3M | 73k | 72.83 |
| 2021-06-30 | $5.0M | 69k | 72.82 |
| 2021-03-31 | $6.5M | 100k | 65.18 |
| 2020-12-31 | $5.2M | 98k | 53.04 |
| 2020-09-30 | $4.8M | 131k | 36.23 |
| 2020-06-30 | $4.6M | 136k | 33.74 |
| 2020-03-31 | $4.6M | 136k | 33.62 |
| 2019-12-31 | $6.5M | 136k | 47.56 |
| 2019-09-30 | $5.6M | 135k | 41.83 |
| 2019-06-30 | $5.4M | 135k | 40.19 |
| 2019-03-31 | $5.9M | 139k | 42.76 |
| 2018-12-31 | $4.4M | 107k | 41.53 |
| 2018-09-30 | $5.4M | 111k | 49.15 |
| 2018-06-30 | $5.6M | 109k | 51.10 |
| 2018-03-31 | $5.1M | 98k | 52.22 |
| 2017-12-31 | $7.3M | 142k | 51.37 |
| 2017-09-30 | $5.6M | 127k | 43.74 |
| 2017-06-30 | $4.4M | 102k | 42.96 |
| 2017-03-31 | $3.9M | 96k | 40.81 |
| 2016-12-31 | $4.4M | 110k | 39.47 |
| 2016-09-30 | $3.5M | 112k | 31.57 |
| 2016-06-30 | $2.6M | 104k | 25.31 |