Charles Schwab Corporation shares owned by Jupiter Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Jupiter Asset Management
from 13F filings
Historical chart of Jupiter Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Jupiter Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85M | 892k | 95.47 |
| 2025-06-30 | $1.4M | 16k | 91.24 |
| 2023-12-31 | $8.8M | 128k | 68.80 |
| 2023-03-31 | $2.8M | 53k | 52.36 |
| 2022-12-31 | $9.3M | 112k | 83.25 |
| 2022-09-30 | $13M | 179k | 71.87 |
| 2022-06-30 | $26M | 415k | 63.28 |
| 2022-03-31 | $31M | 372k | 84.31 |
| 2021-12-31 | $12M | 146k | 84.49 |
| 2021-09-30 | $8.8M | 121k | 72.77 |
| 2021-06-30 | $25M | 344k | 72.79 |
| 2018-12-31 | $11M | 259k | 41.54 |
| 2018-06-30 | $3.9M | 76k | 51.08 |
| 2017-09-30 | $3.8M | 88k | 43.74 |
| 2017-06-30 | $9.9M | 230k | 42.96 |
| 2017-03-31 | $18M | 429k | 40.81 |
| 2016-03-31 | $4.5M | 160k | 28.02 |