Charles Schwab Corporation shares owned by HoyleCohen
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HoyleCohen
from 13F filings
Historical chart of HoyleCohen investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HoyleCohen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 78k | 68.80 |
| 2023-09-30 | $4.3M | 79k | 54.90 |
| 2023-06-30 | $4.5M | 79k | 56.68 |
| 2023-03-31 | $4.5M | 86k | 52.38 |
| 2022-12-31 | $7.2M | 86k | 83.26 |
| 2022-09-30 | $6.2M | 87k | 71.87 |
| 2022-06-30 | $5.5M | 88k | 63.18 |
| 2022-03-31 | $4.0M | 47k | 84.31 |
| 2021-12-31 | $3.9M | 46k | 84.09 |
| 2021-09-30 | $3.4M | 47k | 72.84 |
| 2021-06-30 | $3.5M | 48k | 72.82 |
| 2021-03-31 | $3.1M | 48k | 65.19 |
| 2020-12-31 | $2.5M | 47k | 53.03 |
| 2020-09-30 | $1.7M | 47k | 36.23 |
| 2020-06-30 | $1.8M | 52k | 33.75 |
| 2020-03-31 | $1.9M | 57k | 33.62 |
| 2019-12-31 | $2.8M | 59k | 47.57 |
| 2019-09-30 | $2.4M | 59k | 41.83 |
| 2019-06-30 | $2.3M | 57k | 40.19 |
| 2019-03-31 | $2.4M | 56k | 42.76 |
| 2018-12-31 | $1.5M | 35k | 41.53 |
| 2018-09-30 | $1.5M | 30k | 49.15 |
| 2018-06-30 | $1.4M | 27k | 51.11 |
| 2018-03-31 | $1.4M | 26k | 52.20 |
| 2017-12-31 | $959k | 19k | 51.39 |