Charles Schwab Corporation shares owned by Duff & Phelps Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Duff & Phelps Investment Management
from 13F filings
Historical chart of Duff & Phelps Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Duff & Phelps Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $252k | 3.4k | 73.69 |
| 2024-03-31 | $1.2M | 17k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 68.80 |
| 2023-09-30 | $902k | 16k | 54.90 |
| 2023-06-30 | $940k | 17k | 56.68 |
| 2023-03-31 | $869k | 17k | 52.38 |
| 2022-12-31 | $1.3M | 16k | 83.26 |
| 2022-09-30 | $1.2M | 16k | 71.89 |
| 2022-06-30 | $1.0M | 16k | 63.18 |
| 2022-03-31 | $1.4M | 16k | 84.33 |
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