Charles Schwab Corporation shares owned by Financial Counselors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $19M | 262k | 73.69 |
| 2024-03-31 | $19M | 261k | 72.34 |
| 2023-12-31 | $18M | 262k | 68.80 |
| 2023-09-30 | $14M | 254k | 54.90 |
| 2023-06-30 | $12M | 218k | 56.68 |
| 2023-03-31 | $9.6M | 183k | 52.38 |
| 2022-12-31 | $15M | 174k | 83.26 |
| 2022-09-30 | $13M | 174k | 71.87 |
| 2022-06-30 | $11M | 177k | 63.18 |
| 2022-03-31 | $13M | 159k | 84.31 |
| 2021-12-31 | $14M | 164k | 84.10 |
| 2021-09-30 | $12M | 166k | 72.84 |
| 2021-06-30 | $12M | 165k | 72.81 |
| 2021-03-31 | $11M | 164k | 65.18 |
| 2020-12-31 | $8.2M | 154k | 53.04 |
| 2020-09-30 | $381k | 11k | 36.25 |
| 2020-06-30 | $704k | 21k | 33.73 |
| 2020-03-31 | $325k | 9.7k | 33.57 |
| 2019-12-31 | $472k | 9.9k | 47.51 |
| 2019-09-30 | $366k | 8.7k | 41.84 |
| 2016-03-31 | $777k | 28k | 28.02 |
| 2015-12-31 | $2.0M | 61k | 32.93 |
| 2015-09-30 | $1.0M | 36k | 28.55 |
| 2015-06-30 | $1.5M | 45k | 32.64 |
| 2013-06-30 | $215k | 10k | 21.25 |