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Charles Schwab Corporation shares owned by Ethic

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ethic from 13F filings

Historical chart of Ethic investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Ethic consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Ethic

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 132k 72.34
2024-03-31 $9.6M 132k 72.34
2023-09-30 $7.0M 128k 54.90
2023-06-30 $6.0M 105k 56.68
2023-03-31 $5.0M 95k 52.38
2022-12-31 $7.2M 86k 83.26
2022-09-30 $7.1M 98k 71.87
2022-06-30 $5.4M 86k 63.18
2022-03-31 $6.5M 77k 84.31
2021-12-31 $5.7M 68k 84.10
2021-09-30 $4.2M 57k 72.85
2021-06-30 $3.3M 46k 72.81
2021-03-31 $2.1M 32k 65.19
2020-12-31 $942k 18k 53.04
2020-09-30 $355k 9.8k 36.21