Charles Schwab Corporation shares owned by CX Institutional
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by CX Institutional consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 147k | 95.47 |
| 2025-06-30 | $12M | 133k | 91.24 |
| 2025-03-31 | $14M | 181k | 78.28 |
| 2024-12-31 | $688k | 9.3k | 74.01 |
| 2024-09-30 | $590k | 9.1k | 64.81 |
| 2024-06-30 | $676k | 9.2k | 73.69 |
| 2024-03-31 | $661k | 9.1k | 72.34 |
| 2023-12-31 | $647k | 9.4k | 68.80 |
| 2023-09-30 | $546k | 10k | 54.90 |
| 2023-06-30 | $515k | 9.1k | 56.68 |
| 2022-12-31 | $4.6M | 55k | 83.26 |
| 2022-09-30 | $3.7M | 52k | 71.88 |
| 2022-06-30 | $214k | 3.4k | 63.18 |
| 2022-03-31 | $353k | 4.2k | 84.37 |
| 2021-12-31 | $310k | 3.7k | 84.03 |
| 2021-09-30 | $236k | 3.2k | 72.91 |
| 2021-06-30 | $219k | 3.0k | 72.69 |
| 2021-03-31 | $150k | 2.3k | 65.27 |
| 2020-12-31 | $90k | 1.7k | 52.79 |
| 2020-09-30 | $52k | 1.4k | 36.52 |
| 2020-06-30 | $41k | 1.2k | 33.55 |
| 2020-03-31 | $25k | 745 | 33.56 |
| 2019-12-31 | $17k | 355 | 47.89 |
| 2019-09-30 | $13k | 320 | 40.62 |
| 2019-06-30 | $6.0k | 138 | 43.48 |
| 2019-03-31 | $21k | 492 | 42.68 |