Charles Schwab Corporation shares owned by Epoch Investment Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Epoch Investment Partners
from 13F filings
Historical chart of Epoch Investment Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Epoch Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 29k | 54.90 |
| 2023-06-30 | $1.6M | 28k | 56.68 |
| 2023-03-31 | $1.3M | 25k | 52.38 |
| 2022-12-31 | $1.7M | 20k | 83.26 |
| 2022-09-30 | $1.5M | 21k | 71.88 |
| 2022-06-30 | $1.3M | 21k | 63.17 |
| 2022-03-31 | $1.8M | 21k | 84.30 |
| 2019-12-31 | $134M | 2.8M | 47.56 |
| 2019-09-30 | $130M | 3.1M | 41.83 |
| 2019-06-30 | $67M | 1.7M | 40.19 |
| 2018-09-30 | $559k | 11k | 49.12 |
| 2018-06-30 | $582k | 11k | 51.14 |
| 2018-03-31 | $594k | 11k | 52.20 |
| 2017-12-31 | $585k | 11k | 51.41 |
| 2017-09-30 | $498k | 11k | 43.76 |
| 2017-06-30 | $821k | 19k | 42.95 |
| 2017-03-31 | $2.0M | 49k | 40.81 |
| 2016-12-31 | $1.6M | 41k | 39.46 |