Charles Schwab Corporation shares owned by First Republic Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Republic Investment Management
from 13F filings
Historical chart of First Republic Investment Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by First Republic Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by First Republic Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $20M | 359k | 54.90 |
| 2023-03-31 | $46M | 871k | 52.38 |
| 2022-12-31 | $39M | 471k | 83.26 |
| 2022-09-30 | $31M | 434k | 71.87 |
| 2022-06-30 | $29M | 460k | 63.18 |
| 2022-03-31 | $39M | 457k | 84.31 |
| 2021-12-31 | $37M | 445k | 84.10 |
| 2021-09-30 | $32M | 437k | 72.84 |
| 2021-06-30 | $39M | 538k | 72.81 |
| 2021-03-31 | $44M | 681k | 65.18 |
| 2020-12-31 | $36M | 674k | 53.04 |
| 2020-09-30 | $22M | 602k | 36.23 |
| 2020-06-30 | $20M | 594k | 33.74 |
| 2020-03-31 | $19M | 575k | 33.06 |
| 2019-12-31 | $27M | 568k | 47.56 |
| 2019-09-30 | $23M | 542k | 41.83 |
| 2019-06-30 | $21M | 526k | 40.19 |
| 2019-03-31 | $22M | 524k | 42.76 |
| 2018-12-31 | $18M | 438k | 41.53 |
| 2018-09-30 | $22M | 452k | 49.15 |
| 2018-06-30 | $23M | 444k | 51.10 |
| 2018-03-31 | $23M | 446k | 52.22 |
| 2017-12-31 | $23M | 446k | 51.37 |
| 2017-09-30 | $19M | 442k | 43.74 |
| 2017-06-30 | $18M | 429k | 42.96 |
| 2017-03-31 | $19M | 471k | 40.81 |
| 2016-12-31 | $19M | 486k | 39.46 |
| 2016-09-30 | $18M | 574k | 31.57 |
| 2016-06-30 | $13M | 526k | 25.31 |
| 2016-03-31 | $12M | 416k | 28.03 |
| 2015-12-31 | $12M | 374k | 32.95 |
| 2015-09-30 | $10M | 354k | 28.54 |
| 2015-06-30 | $12M | 353k | 32.67 |
| 2015-03-31 | $11M | 350k | 30.43 |
| 2014-12-31 | $10M | 342k | 30.19 |
| 2014-09-30 | $9.8M | 334k | 29.41 |
| 2014-06-30 | $9.1M | 336k | 26.94 |
| 2014-03-31 | $9.2M | 336k | 27.34 |
| 2013-12-31 | $8.8M | 337k | 26.02 |
| 2013-09-30 | $7.0M | 332k | 21.14 |
| 2013-06-30 | $7.3M | 342k | 21.23 |
| 2012-09-30 | $4.7M | 360k | 12.92 |
| 2012-06-30 | $4.7M | 360k | 12.92 |
| 2012-03-31 | $2.0M | 142k | 14.37 |
| 2011-12-31 | $2.0M | 182k | 11.28 |
| 2011-09-30 | $2.4M | 212k | 11.27 |
| 2011-06-30 | $3.7M | 226k | 16.46 |
| 2011-03-31 | $4.4M | 242k | 18.05 |
| 2010-12-31 | $4.1M | 237k | 17.11 |
More positions owned by First Republic Investment Management
View all positions for First Republic Investment Management