Charles Schwab Corporation shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $951k | 13k | 74.01 |
| 2024-09-30 | $841k | 13k | 64.81 |
| 2024-06-30 | $937k | 13k | 73.69 |
| 2024-03-31 | $1.0M | 14k | 72.34 |
| 2023-12-31 | $882k | 13k | 68.80 |
| 2023-09-30 | $541k | 9.8k | 54.90 |
| 2023-06-30 | $869k | 15k | 56.68 |
| 2023-03-31 | $621k | 12k | 52.38 |
| 2022-12-31 | $938k | 11k | 83.26 |
| 2022-09-30 | $842k | 12k | 71.84 |
| 2022-06-30 | $742k | 12k | 63.15 |
| 2022-03-31 | $1.0M | 12k | 84.33 |
| 2021-12-31 | $1.1M | 13k | 84.11 |
| 2021-09-30 | $983k | 14k | 72.84 |
| 2021-06-30 | $996k | 14k | 72.83 |
| 2021-03-31 | $839k | 13k | 65.21 |
| 2020-12-31 | $811k | 15k | 53.07 |
| 2020-09-30 | $564k | 15k | 37.14 |
| 2020-06-30 | $472k | 14k | 33.30 |
| 2020-03-31 | $459k | 14k | 33.60 |
| 2019-12-31 | $642k | 14k | 47.54 |
| 2019-09-30 | $768k | 19k | 41.59 |
| 2019-06-30 | $468k | 12k | 40.15 |
| 2019-03-31 | $374k | 7.4k | 50.68 |
| 2018-12-31 | $1.4M | 35k | 41.53 |
| 2018-09-30 | $1.7M | 38k | 45.26 |
| 2018-06-30 | $1.9M | 37k | 51.05 |
| 2018-03-31 | $1.8M | 34k | 52.21 |
| 2017-12-31 | $1.8M | 35k | 51.38 |
| 2017-09-30 | $1.5M | 35k | 43.74 |
| 2017-06-30 | $266k | 6.2k | 43.04 |
| 2017-03-31 | $238k | 5.8k | 40.80 |