Charles Schwab Corporation shares owned by D.A. Davidson & Co.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by D.A. Davidson & Co.
from 13F filings
Historical chart of D.A. Davidson & Co. investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by D.A. Davidson & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $27M | 372k | 73.69 |
| 2024-03-31 | $26M | 364k | 72.34 |
| 2023-12-31 | $22M | 318k | 68.80 |
| 2023-09-30 | $17M | 315k | 54.90 |
| 2023-06-30 | $17M | 295k | 56.68 |
| 2023-03-31 | $13M | 243k | 52.39 |
| 2022-12-31 | $16M | 194k | 83.18 |
| 2022-09-30 | $13M | 180k | 71.97 |
| 2022-06-30 | $11M | 175k | 63.18 |
| 2022-03-31 | $14M | 162k | 84.31 |
| 2021-12-31 | $11M | 133k | 84.16 |
| 2021-09-30 | $7.7M | 106k | 72.84 |
| 2021-06-30 | $7.2M | 99k | 72.81 |
| 2021-03-31 | $6.2M | 95k | 65.18 |
| 2020-12-31 | $4.4M | 83k | 53.02 |
| 2020-09-30 | $2.7M | 76k | 36.23 |
| 2020-06-30 | $2.4M | 72k | 33.75 |
| 2020-03-31 | $4.4M | 130k | 33.76 |
| 2019-12-31 | $9.1M | 192k | 47.59 |
| 2019-09-30 | $7.7M | 185k | 41.83 |
| 2019-06-30 | $7.1M | 178k | 40.19 |
| 2019-03-31 | $7.7M | 183k | 42.29 |
| 2018-12-31 | $7.7M | 185k | 41.53 |
| 2018-09-30 | $9.0M | 182k | 49.15 |
| 2018-06-30 | $8.3M | 163k | 51.10 |
| 2018-03-31 | $7.9M | 151k | 52.22 |
| 2017-12-31 | $7.4M | 145k | 51.37 |
| 2017-09-30 | $6.4M | 146k | 43.74 |
| 2017-06-30 | $6.2M | 144k | 42.96 |
| 2017-03-31 | $5.1M | 125k | 40.81 |
| 2016-12-31 | $5.5M | 140k | 39.47 |
| 2016-09-30 | $4.1M | 131k | 31.56 |
| 2016-06-30 | $2.0M | 81k | 25.30 |
| 2016-03-31 | $2.2M | 78k | 28.00 |
| 2015-12-31 | $2.0M | 60k | 32.92 |
| 2015-09-30 | $1.7M | 61k | 28.55 |
| 2015-06-30 | $2.1M | 64k | 32.65 |
| 2015-03-31 | $2.0M | 66k | 30.44 |
| 2014-12-31 | $2.1M | 69k | 30.19 |
| 2014-09-30 | $2.1M | 72k | 29.37 |
| 2014-06-30 | $2.0M | 73k | 26.93 |
| 2014-03-31 | $1.9M | 71k | 27.32 |
| 2013-12-31 | $1.9M | 74k | 25.99 |
| 2013-09-30 | $3.6M | 172k | 21.14 |
| 2013-06-30 | $4.2M | 196k | 21.23 |
| 2012-09-30 | $5.3M | 418k | 12.78 |