Charles Schwab Corporation shares owned by Integrated Investment Consultants
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Integrated Investment Consultants
from 13F filings
Historical chart of Integrated Investment Consultants investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Integrated Investment Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 95.50 |
| 2025-06-30 | $2.3M | 25k | 91.25 |
| 2025-03-31 | $2.2M | 28k | 78.25 |
| 2024-12-31 | $7.8M | 105k | 74.00 |
| 2024-09-30 | $6.8M | 104k | 64.81 |
| 2024-06-30 | $2.0M | 28k | 72.34 |
| 2024-03-31 | $2.0M | 28k | 72.34 |
| 2023-12-31 | $1.7M | 25k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.90 |
| 2023-06-30 | $696k | 12k | 56.68 |
| 2023-03-31 | $455k | 8.7k | 52.38 |
| 2022-12-31 | $518k | 6.2k | 83.26 |
| 2022-09-30 | $373k | 5.2k | 71.88 |
| 2022-03-31 | $311k | 3.7k | 84.38 |
| 2021-12-31 | $452k | 5.4k | 84.38 |
| 2021-09-30 | $228k | 3.2k | 71.88 |
| 2021-06-30 | $228k | 3.2k | 71.88 |
| 2021-03-31 | $231k | 3.5k | 65.63 |
| 2018-12-31 | $269k | 6.5k | 41.58 |
| 2018-09-30 | $259k | 5.3k | 49.14 |
| 2018-06-30 | $273k | 5.3k | 51.06 |
| 2018-03-31 | $280k | 5.4k | 52.30 |
| 2017-09-30 | $219k | 5.0k | 43.70 |
| 2017-06-30 | $214k | 5.0k | 43.05 |
| 2017-03-31 | $203k | 5.0k | 40.84 |
| 2016-12-31 | $191k | 4.8k | 39.56 |
| 2016-09-30 | $152k | 4.8k | 31.48 |
| 2016-06-30 | $125k | 4.9k | 25.29 |
| 2016-03-31 | $98k | 3.7k | 26.55 |
More positions owned by Integrated Investment Consultants
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