Charles Schwab Corporation shares owned by Edgewood Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Edgewood Management
from 13F filings
Historical chart of Edgewood Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Edgewood Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $294k | 5.4k | 54.90 |
| 2023-06-30 | $304k | 5.4k | 56.68 |
| 2023-03-31 | $281k | 5.4k | 52.38 |
| 2022-12-31 | $663k | 8.0k | 83.26 |
| 2022-09-30 | $572k | 8.0k | 71.86 |
| 2022-06-30 | $503k | 8.0k | 63.19 |
| 2022-03-31 | $671k | 8.0k | 84.30 |
| 2021-12-31 | $669k | 8.0k | 84.05 |
| 2021-09-30 | $580k | 8.0k | 72.86 |
| 2021-06-30 | $502k | 6.9k | 72.75 |
| 2021-03-31 | $450k | 6.9k | 65.22 |
| 2020-12-31 | $366k | 6.9k | 53.04 |
| 2020-09-30 | $330k | 9.1k | 36.26 |
| 2020-06-30 | $307k | 9.1k | 33.74 |
| 2020-03-31 | $306k | 9.1k | 33.63 |
| 2019-12-31 | $575k | 12k | 47.52 |
| 2019-06-30 | $889M | 22M | 40.19 |
| 2019-03-31 | $935M | 22M | 42.76 |
| 2018-12-31 | $900M | 22M | 41.53 |
| 2018-09-30 | $1.1B | 22M | 49.15 |
| 2018-06-30 | $1.1B | 22M | 51.10 |
| 2018-03-31 | $1.1B | 21M | 52.22 |
| 2017-12-31 | $1.1B | 21M | 51.37 |
| 2017-09-30 | $880M | 20M | 43.74 |
| 2017-06-30 | $798M | 19M | 42.96 |
| 2017-03-31 | $606M | 15M | 40.81 |
| 2016-12-31 | $720M | 18M | 39.47 |
| 2016-09-30 | $577M | 18M | 31.57 |
| 2016-06-30 | $269M | 11M | 25.31 |
| 2016-03-31 | $557M | 20M | 28.02 |
| 2015-12-31 | $621M | 19M | 32.93 |
| 2015-09-30 | $510M | 18M | 28.56 |
| 2015-06-30 | $593M | 18M | 32.65 |
| 2015-03-31 | $542M | 18M | 30.44 |
| 2014-12-31 | $515M | 17M | 30.19 |
| 2014-09-30 | $480M | 16M | 29.39 |
| 2014-06-30 | $435M | 16M | 26.93 |
| 2014-03-31 | $457M | 17M | 27.33 |
| 2013-12-31 | $443k | 17k | 25.98 |
| 2013-09-30 | $339k | 16k | 21.12 |
| 2013-06-30 | $341k | 16k | 21.24 |
| 2013-03-31 | $238k | 14k | 17.66 |
| 2012-12-31 | $202k | 14k | 14.37 |
| 2012-09-30 | $180k | 14k | 12.81 |
| 2012-06-30 | $182k | 14k | 12.95 |
| 2012-03-31 | $206k | 14k | 14.36 |
| 2011-06-30 | $261k | 16k | 16.47 |
| 2011-03-31 | $224k | 12k | 17.99 |