Charles Schwab Corporation shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.8M | 160k | 54.90 |
| 2023-06-30 | $9.2M | 163k | 56.68 |
| 2023-03-31 | $13M | 241k | 52.38 |
| 2022-12-31 | $13M | 160k | 83.26 |
| 2022-09-30 | $11M | 159k | 71.87 |
| 2022-06-30 | $10M | 157k | 63.37 |
| 2022-03-31 | $14M | 160k | 84.31 |
| 2021-12-31 | $14M | 168k | 84.10 |
| 2021-09-30 | $12M | 167k | 72.84 |
| 2021-06-30 | $1.1M | 15k | 72.82 |
| 2021-03-31 | $886k | 14k | 65.21 |
| 2020-12-31 | $638k | 12k | 53.03 |
| 2020-09-30 | $438k | 12k | 36.23 |
| 2020-06-30 | $408k | 12k | 33.72 |
| 2020-03-31 | $389k | 12k | 33.66 |
| 2019-12-31 | $528k | 11k | 47.53 |
| 2019-09-30 | $481k | 12k | 41.80 |
| 2019-06-30 | $683k | 17k | 40.19 |
| 2019-03-31 | $656k | 15k | 42.76 |
| 2018-12-31 | $636k | 15k | 41.54 |
| 2018-09-30 | $713k | 15k | 49.13 |
| 2018-06-30 | $726k | 14k | 51.11 |
| 2018-03-31 | $1.2M | 23k | 52.20 |
| 2017-12-31 | $1.6M | 31k | 51.37 |
| 2017-09-30 | $1.2M | 28k | 43.75 |
| 2017-06-30 | $453k | 11k | 42.93 |
More positions owned by Evergreen Capital Management
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