Charles Schwab Corporation shares owned by Jacobs Levy Equity Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jacobs Levy Equity Management
from 13F filings
Historical chart of Jacobs Levy Equity Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jacobs Levy Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $86M | 1.3M | 68.80 |
| 2023-09-30 | $59M | 1.1M | 54.90 |
| 2023-06-30 | $75M | 1.3M | 56.68 |
| 2023-03-31 | $95M | 1.8M | 52.38 |
| 2022-12-31 | $58M | 694k | 83.26 |
| 2020-09-30 | $25M | 698k | 36.23 |
| 2020-06-30 | $24M | 698k | 33.74 |
| 2020-03-31 | $52M | 1.5M | 33.62 |
| 2019-12-31 | $80M | 1.7M | 47.56 |
| 2019-09-30 | $21M | 503k | 41.83 |
| 2019-06-30 | $19M | 471k | 40.19 |
| 2019-03-31 | $2.9M | 67k | 42.75 |
| 2018-12-31 | $208k | 5.0k | 41.60 |
| 2018-03-31 | $1.9M | 36k | 52.23 |
| 2015-12-31 | $10M | 308k | 32.93 |
| 2015-09-30 | $306k | 11k | 28.52 |
| 2015-06-30 | $258k | 7.9k | 32.66 |
| 2014-12-31 | $27M | 905k | 30.19 |
| 2014-09-30 | $2.1M | 72k | 29.39 |
| 2014-06-30 | $19M | 702k | 26.93 |
| 2012-03-31 | $5.8M | 405k | 14.37 |
| 2011-12-31 | $8.0M | 711k | 11.26 |
| 2011-09-30 | $22M | 1.9M | 11.27 |
| 2011-06-30 | $46M | 2.8M | 16.45 |
More positions owned by Jacobs Levy Equity Management
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