Charles Schwab Corporation shares owned by Edgestream Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Edgestream Partners
from 13F filings
Historical chart of Edgestream Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Edgestream Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Edgestream Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 119k | 64.81 |
| 2023-06-30 | $254k | 4.5k | 56.68 |
| 2022-06-30 | $548k | 8.7k | 63.20 |
| 2022-03-31 | $371k | 4.4k | 84.24 |
| 2021-12-31 | $654k | 7.8k | 84.15 |
| 2021-09-30 | $4.1M | 57k | 72.84 |
| 2021-06-30 | $4.9M | 67k | 72.80 |
| 2021-03-31 | $6.0M | 92k | 65.18 |
| 2020-06-30 | $1.0M | 31k | 33.74 |
| 2020-03-31 | $843k | 25k | 33.61 |
| 2019-06-30 | $310k | 7.7k | 40.25 |
| 2018-12-31 | $1.5M | 37k | 41.52 |
| 2018-09-30 | $4.2M | 86k | 49.15 |
| 2018-06-30 | $1.5M | 29k | 51.11 |
| 2018-03-31 | $2.6M | 49k | 52.23 |