Charles Schwab Corporation shares owned by Everett Harris & Co
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Everett Harris & Co
from 13F filings
Historical chart of Everett Harris & Co investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Everett Harris & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 215k | 68.80 |
| 2023-09-30 | $24M | 439k | 54.90 |
| 2023-06-30 | $25M | 442k | 56.68 |
| 2023-03-31 | $17M | 328k | 52.38 |
| 2022-12-31 | $27M | 319k | 83.26 |
| 2022-09-30 | $23M | 324k | 71.87 |
| 2022-06-30 | $20M | 319k | 63.18 |
| 2022-03-31 | $26M | 312k | 84.31 |
| 2021-12-31 | $26M | 313k | 84.10 |
| 2021-09-30 | $23M | 318k | 72.84 |
| 2021-06-30 | $23M | 319k | 72.81 |
| 2021-03-31 | $21M | 322k | 65.18 |
| 2020-12-31 | $17M | 323k | 53.04 |
| 2020-09-30 | $12M | 328k | 36.23 |
| 2020-06-30 | $11M | 327k | 33.74 |
| 2020-03-31 | $12M | 344k | 33.62 |
| 2019-12-31 | $27M | 560k | 47.56 |
| 2019-09-30 | $24M | 565k | 41.83 |
| 2019-06-30 | $26M | 656k | 40.19 |
| 2019-03-31 | $15M | 355k | 42.76 |
| 2018-12-31 | $6.0M | 145k | 41.53 |
| 2018-09-30 | $10M | 212k | 49.15 |