Charles Schwab Corporation shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $25M | 356k | 68.80 |
| 2023-09-30 | $20M | 372k | 54.90 |
| 2023-06-30 | $24M | 429k | 56.68 |
| 2023-03-31 | $23M | 432k | 52.38 |
| 2022-12-31 | $28M | 338k | 83.26 |
| 2022-09-30 | $24M | 340k | 71.87 |
| 2022-06-30 | $22M | 343k | 63.18 |
| 2022-03-31 | $22M | 260k | 84.31 |
| 2021-12-31 | $22M | 262k | 84.10 |
| 2021-09-30 | $20M | 272k | 72.84 |
| 2021-06-30 | $19M | 259k | 72.84 |
| 2021-03-31 | $17M | 253k | 65.20 |
| 2020-12-31 | $18M | 332k | 53.05 |
| 2020-09-30 | $11M | 299k | 36.23 |
| 2020-06-30 | $1.5M | 44k | 33.74 |
| 2020-03-31 | $1.6M | 49k | 33.62 |
| 2019-12-31 | $2.1M | 45k | 47.55 |
| 2019-09-30 | $1.8M | 44k | 41.84 |
| 2019-06-30 | $1.9M | 48k | 40.19 |
| 2019-03-31 | $2.1M | 49k | 42.76 |
| 2018-12-31 | $2.0M | 49k | 41.54 |
| 2018-09-30 | $2.4M | 49k | 49.16 |
| 2018-06-30 | $2.5M | 49k | 51.10 |
| 2018-03-31 | $2.6M | 49k | 52.22 |
| 2017-12-31 | $2.5M | 49k | 51.37 |
| 2017-09-30 | $2.2M | 49k | 43.75 |
| 2017-06-30 | $1.9M | 45k | 42.95 |
| 2017-03-31 | $1.8M | 45k | 40.81 |
| 2016-12-31 | $1.8M | 45k | 39.47 |
| 2016-09-30 | $1.4M | 45k | 31.57 |
| 2016-06-30 | $1.1M | 45k | 25.32 |
| 2016-03-31 | $2.2M | 78k | 28.02 |
| 2015-12-31 | $1.5M | 44k | 32.94 |
| 2012-09-30 | $229k | 18k | 12.77 |