Charles Schwab Corporation shares owned by Eagle Ridge Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Eagle Ridge Investment Management
from 13F filings
Historical chart of Eagle Ridge Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Eagle Ridge Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 362k | 64.81 |
| 2024-06-30 | $26M | 356k | 73.69 |
| 2024-03-31 | $26M | 357k | 72.34 |
| 2023-12-31 | $25M | 356k | 68.80 |
| 2023-09-30 | $20M | 359k | 54.90 |
| 2023-06-30 | $20M | 358k | 56.68 |
| 2023-03-31 | $19M | 359k | 52.38 |
| 2022-12-31 | $30M | 359k | 83.26 |
| 2022-09-30 | $26M | 364k | 71.87 |
| 2022-06-30 | $23M | 364k | 63.18 |
| 2022-03-31 | $31M | 366k | 84.31 |
| 2021-12-31 | $31M | 369k | 84.10 |
| 2021-09-30 | $27M | 375k | 72.84 |
| 2021-06-30 | $27M | 371k | 72.81 |
| 2021-03-31 | $25M | 376k | 65.18 |
| 2020-12-31 | $21M | 390k | 53.04 |
| 2020-09-30 | $14M | 393k | 36.23 |
| 2020-06-30 | $13M | 390k | 33.74 |
| 2020-03-31 | $14M | 404k | 33.62 |
| 2019-12-31 | $20M | 409k | 47.56 |
| 2019-09-30 | $17M | 408k | 41.83 |
| 2019-06-30 | $17M | 417k | 40.19 |
| 2019-03-31 | $18M | 426k | 42.76 |
| 2018-12-31 | $18M | 424k | 41.53 |
| 2018-09-30 | $21M | 422k | 49.15 |
| 2018-06-30 | $22M | 428k | 51.10 |
| 2018-03-31 | $22M | 430k | 52.22 |
| 2017-12-31 | $22M | 433k | 51.37 |
| 2017-09-30 | $19M | 431k | 43.74 |
| 2017-06-30 | $10M | 243k | 42.78 |
| 2017-03-31 | $9.8M | 241k | 40.81 |
| 2016-12-31 | $8.5M | 217k | 39.47 |
| 2016-09-30 | $6.9M | 220k | 31.57 |
| 2016-06-30 | $5.7M | 224k | 25.31 |
| 2016-03-31 | $6.3M | 225k | 28.02 |
| 2015-12-31 | $7.4M | 225k | 32.93 |
| 2015-09-30 | $6.7M | 234k | 28.56 |
| 2015-06-30 | $4.8M | 148k | 32.65 |
| 2015-03-31 | $4.5M | 147k | 30.44 |
| 2014-12-31 | $4.4M | 146k | 30.19 |
| 2014-09-30 | $4.3M | 147k | 29.39 |
| 2014-06-30 | $4.1M | 152k | 26.93 |
| 2014-03-31 | $4.2M | 154k | 27.33 |
| 2013-12-31 | $7.8M | 301k | 26.00 |
| 2013-09-30 | $6.6M | 311k | 21.14 |
| 2013-06-30 | $6.7M | 313k | 21.23 |
| 2013-03-31 | $7.5M | 425k | 17.69 |
| 2012-12-31 | $6.0M | 418k | 14.36 |
| 2012-09-30 | $5.5M | 429k | 12.79 |
| 2012-06-30 | $5.9M | 455k | 12.93 |
| 2012-03-31 | $6.8M | 474k | 14.37 |
| 2011-09-30 | $5.4M | 478k | 11.27 |
| 2011-06-30 | $8.0M | 484k | 16.45 |
| 2011-03-31 | $7.6M | 424k | 18.03 |
More positions owned by Eagle Ridge Investment Management
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