Charles Schwab Corporation shares owned by Fiduciary Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fiduciary Management
from 13F filings
Historical chart of Fiduciary Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Fiduciary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $355M | 5.2M | 68.80 |
| 2023-09-30 | $268M | 4.9M | 54.90 |
| 2023-06-30 | $287M | 5.1M | 56.68 |
| 2023-03-31 | $289M | 5.5M | 52.38 |
| 2022-12-31 | $386M | 4.6M | 83.26 |
| 2022-09-30 | $377M | 5.2M | 71.87 |
| 2022-06-30 | $347M | 5.5M | 63.18 |
| 2022-03-31 | $366M | 4.3M | 84.31 |
| 2021-12-31 | $424M | 5.0M | 84.10 |
| 2021-09-30 | $471M | 6.5M | 72.84 |
| 2021-06-30 | $473M | 6.5M | 72.81 |
| 2021-03-31 | $437M | 6.7M | 65.18 |
| 2020-12-31 | $368M | 6.9M | 53.04 |
| 2020-09-30 | $269M | 7.4M | 36.23 |
| 2020-06-30 | $262M | 7.8M | 33.74 |
| 2020-03-31 | $290M | 8.6M | 33.62 |
| 2019-12-31 | $329M | 6.9M | 47.56 |
| 2019-09-30 | $196M | 4.7M | 41.83 |