Charles Schwab Corporation shares owned by Davidson Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Davidson Investment Advisors
from 13F filings
Historical chart of Davidson Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Davidson Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 261k | 68.80 |
| 2023-09-30 | $12M | 215k | 54.90 |
| 2023-06-30 | $12M | 214k | 56.68 |
| 2023-03-31 | $7.1M | 136k | 52.38 |
| 2022-12-31 | $282k | 3.4k | 83.26 |
| 2022-09-30 | $276k | 3.8k | 71.97 |
| 2022-06-30 | $390k | 6.2k | 63.16 |
| 2022-03-31 | $521k | 6.2k | 84.37 |
| 2021-12-31 | $519k | 6.2k | 84.05 |
| 2021-09-30 | $461k | 6.3k | 72.89 |
| 2021-06-30 | $508k | 7.0k | 72.83 |
| 2021-03-31 | $495k | 7.6k | 65.13 |
| 2020-12-31 | $430k | 8.1k | 53.09 |
| 2020-09-30 | $303k | 8.4k | 36.29 |
| 2020-06-30 | $295k | 8.8k | 33.71 |
| 2020-03-31 | $356k | 11k | 33.58 |
| 2019-12-31 | $527k | 11k | 47.56 |
| 2019-09-30 | $463k | 11k | 41.79 |
| 2019-06-30 | $463k | 12k | 40.16 |
| 2019-03-31 | $493k | 12k | 42.76 |
| 2018-12-31 | $520k | 13k | 41.50 |
| 2018-09-30 | $623k | 13k | 49.13 |
| 2018-06-30 | $612k | 12k | 51.09 |
| 2018-03-31 | $663k | 13k | 52.20 |
| 2017-12-31 | $705k | 14k | 51.37 |
| 2017-09-30 | $578k | 13k | 43.71 |
| 2017-06-30 | $525k | 12k | 42.94 |
| 2017-03-31 | $510k | 13k | 40.80 |
| 2016-12-31 | $528k | 13k | 39.40 |
| 2016-09-30 | $404k | 13k | 31.56 |
| 2016-06-30 | $308k | 12k | 25.25 |
| 2016-03-31 | $288k | 10k | 27.96 |
| 2015-12-31 | $250k | 7.6k | 32.89 |
| 2015-09-30 | $208k | 7.3k | 28.49 |
| 2015-06-30 | $146k | 4.5k | 32.44 |
| 2015-03-31 | $15k | 500 | 30.00 |
More positions owned by Davidson Investment Advisors
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