Charles Schwab Corporation shares owned by Hudson Valley Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hudson Valley Investment Advisors
from 13F filings
Historical chart of Hudson Valley Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Hudson Valley Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 50k | 64.81 |
| 2022-12-31 | $281k | 3.4k | 83.26 |
| 2022-09-30 | $242k | 3.4k | 71.77 |
| 2022-06-30 | $213k | 3.4k | 63.17 |
| 2022-03-31 | $284k | 3.4k | 84.30 |
| 2021-12-31 | $240k | 2.9k | 84.18 |
| 2021-09-30 | $208k | 2.9k | 72.96 |
| 2021-06-30 | $208k | 2.9k | 72.96 |
| 2021-03-31 | $215k | 3.3k | 65.13 |
| 2019-12-31 | $245k | 5.1k | 47.66 |
| 2019-09-30 | $219k | 5.2k | 41.83 |
| 2019-06-30 | $201k | 5.0k | 40.27 |
| 2019-03-31 | $222k | 5.2k | 42.77 |
| 2018-12-31 | $386k | 9.3k | 41.56 |
| 2018-09-30 | $416k | 8.5k | 49.14 |
| 2018-06-30 | $433k | 8.5k | 51.15 |
| 2018-03-31 | $449k | 8.6k | 52.23 |
| 2017-12-31 | $457k | 8.9k | 51.37 |
| 2017-09-30 | $402k | 9.2k | 43.71 |
| 2017-06-30 | $395k | 9.2k | 42.95 |
| 2017-03-31 | $388k | 9.5k | 40.86 |
| 2016-12-31 | $405k | 10k | 39.43 |
| 2016-09-30 | $372k | 12k | 31.60 |
| 2016-06-30 | $378k | 15k | 25.33 |
| 2016-03-31 | $429k | 15k | 28.05 |
| 2015-12-31 | $515k | 16k | 32.92 |
| 2015-09-30 | $444k | 16k | 28.56 |
| 2015-06-30 | $516k | 16k | 32.67 |
| 2015-03-31 | $474k | 16k | 30.44 |
| 2014-12-31 | $407k | 14k | 30.21 |
| 2014-09-30 | $370k | 13k | 29.35 |
| 2014-06-30 | $298k | 11k | 26.97 |
| 2014-03-31 | $318k | 12k | 27.35 |
| 2013-12-31 | $292k | 11k | 26.03 |
| 2013-09-30 | $232k | 11k | 21.13 |
| 2013-06-30 | $242k | 11k | 21.24 |
More positions owned by Hudson Valley Investment Advisors
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