Charles Schwab Corporation shares owned by Horizon Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Horizon Investments
from 13F filings
Historical chart of Horizon Investments investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Horizon Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 26k | 74.01 |
| 2024-09-30 | $1.6M | 25k | 64.59 |
| 2024-06-30 | $2.0M | 28k | 73.40 |
| 2024-03-31 | $1.8M | 25k | 72.10 |
| 2023-12-31 | $1.7M | 25k | 68.52 |
| 2023-09-30 | $558k | 10k | 54.65 |
| 2023-06-30 | $592k | 11k | 56.46 |
| 2023-03-31 | $513k | 9.8k | 52.10 |
| 2022-12-31 | $1.3M | 16k | 83.02 |
| 2022-09-30 | $367k | 5.1k | 71.74 |
| 2022-06-30 | $775k | 12k | 63.01 |
| 2022-03-31 | $3.0M | 36k | 84.05 |
| 2021-12-31 | $958k | 11k | 83.93 |
| 2021-09-30 | $791k | 11k | 72.65 |
| 2021-06-30 | $808k | 11k | 72.64 |
| 2021-03-31 | $4.1M | 62k | 65.18 |
| 2020-12-31 | $793k | 15k | 53.07 |
| 2020-09-30 | $320k | 8.8k | 36.28 |
| 2020-06-30 | $559k | 17k | 33.72 |
| 2020-03-31 | $400k | 12k | 33.66 |
| 2019-12-31 | $577k | 12k | 47.58 |
| 2019-09-30 | $345k | 8.2k | 41.87 |
| 2019-06-30 | $259k | 6.5k | 40.12 |
| 2019-03-31 | $231k | 5.4k | 42.79 |