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Charles Schwab Corporation shares owned by Fiduciary

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

Historical chart of Fiduciary investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Fiduciary

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 52k 73.69
2024-03-31 $3.9M 54k 72.34
2023-12-31 $3.9M 56k 68.80
2023-09-30 $3.3M 60k 54.90
2023-06-30 $3.4M 61k 56.68
2023-03-31 $3.1M 60k 52.38
2022-12-31 $5.0M 60k 83.26
2022-09-30 $4.7M 60k 78.56
2022-06-30 $4.4M 60k 72.56
2022-03-31 $4.1M 62k 65.12
2021-12-31 $5.5M 65k 84.10
2021-09-30 $5.4M 65k 83.06
2021-06-30 $4.6M 68k 67.67
2021-03-31 $4.9M 70k 70.40
2020-12-31 $3.8M 68k 55.94
2020-09-30 $2.4M 67k 36.24
2020-06-30 $1.7M 50k 33.74
2020-03-31 $1.2M 35k 33.63
2019-12-31 $1.6M 34k 47.56
2019-09-30 $1.4M 34k 41.84
2019-06-30 $1.3M 33k 40.19
2019-03-31 $1.5M 35k 42.75
2018-12-31 $1.5M 36k 41.53
2018-09-30 $1.8M 36k 49.15
2018-06-30 $1.8M 36k 51.09
2018-03-31 $1.9M 36k 52.23
2017-12-31 $1.9M 37k 51.37
2017-09-30 $1.6M 37k 43.73
2017-06-30 $1.6M 38k 42.95
2017-03-31 $1.5M 38k 40.81
2016-12-31 $1.5M 38k 39.47
2016-09-30 $1.2M 38k 31.57
2016-06-30 $960k 38k 25.30
2016-03-31 $1.1M 38k 28.01
2015-12-31 $1.1M 34k 32.93
2015-09-30 $867k 30k 28.55
2015-06-30 $992k 30k 32.66