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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Quarterly reported holdings in Charles Schwab Corporation by Fiduciary
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |