Charles Schwab Corporation shares owned by Intermede Investment Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Intermede Investment Partners
from 13F filings
Historical chart of Intermede Investment Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Intermede Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $214M | 3.1M | 68.80 |
| 2023-09-30 | $179M | 3.3M | 54.90 |
| 2023-06-30 | $173M | 3.0M | 56.68 |
| 2023-03-31 | $120M | 2.3M | 52.38 |
| 2022-12-31 | $222M | 2.7M | 83.26 |
| 2022-09-30 | $238M | 3.3M | 71.87 |
| 2022-06-30 | $232M | 3.7M | 63.18 |
| 2022-03-31 | $301M | 3.6M | 84.31 |
| 2021-12-31 | $306M | 3.6M | 84.10 |
| 2021-09-30 | $279M | 3.8M | 72.84 |
| 2021-06-30 | $255M | 3.5M | 72.81 |
| 2021-03-31 | $233M | 3.6M | 65.18 |
| 2020-12-31 | $164M | 3.1M | 53.04 |
| 2020-09-30 | $91M | 2.5M | 36.23 |
| 2020-06-30 | $82M | 2.4M | 33.74 |
| 2020-03-31 | $68M | 2.0M | 33.62 |
| 2019-12-31 | $98M | 2.1M | 47.56 |
| 2019-09-30 | $84M | 2.0M | 41.83 |
| 2019-06-30 | $75M | 1.9M | 40.19 |
| 2019-03-31 | $81M | 1.9M | 42.76 |
| 2018-12-31 | $70M | 1.7M | 41.53 |
| 2018-09-30 | $78M | 1.6M | 49.15 |
| 2018-06-30 | $65M | 1.3M | 51.10 |
| 2018-03-31 | $66M | 1.3M | 52.22 |
| 2017-12-31 | $62M | 1.2M | 51.37 |
| 2017-09-30 | $50M | 1.1M | 43.74 |
| 2017-06-30 | $41M | 956k | 42.96 |
| 2017-03-31 | $35M | 852k | 40.81 |
| 2016-12-31 | $38M | 958k | 39.47 |
| 2016-09-30 | $31M | 984k | 31.57 |
| 2016-06-30 | $25M | 971k | 25.31 |
| 2016-03-31 | $15M | 520k | 28.02 |
More positions owned by Intermede Investment Partners
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