Charles Schwab Corporation shares owned by Karpas Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Karpas Strategies
from 13F filings
Historical chart of Karpas Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Karpas Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 250k | 68.80 |
| 2023-09-30 | $14M | 253k | 54.90 |
| 2023-06-30 | $14M | 253k | 56.68 |
| 2023-03-31 | $13M | 253k | 52.38 |
| 2022-12-31 | $15M | 185k | 83.26 |
| 2022-09-30 | $13M | 185k | 71.87 |
| 2022-06-30 | $12M | 185k | 63.18 |
| 2022-03-31 | $16M | 184k | 84.31 |
| 2021-12-31 | $16M | 184k | 84.10 |
| 2021-09-30 | $16M | 191k | 81.77 |
| 2021-06-30 | $14M | 191k | 72.81 |
| 2021-03-31 | $13M | 191k | 65.18 |
| 2020-12-31 | $11M | 204k | 53.04 |
| 2020-09-30 | $7.4M | 204k | 36.23 |
| 2020-06-30 | $6.9M | 204k | 33.74 |
| 2020-03-31 | $6.8M | 204k | 33.62 |
| 2019-12-31 | $11M | 227k | 47.56 |
| 2019-09-30 | $9.5M | 227k | 41.83 |
| 2019-06-30 | $9.6M | 239k | 40.19 |
| 2019-03-31 | $10M | 239k | 42.76 |
| 2018-12-31 | $9.9M | 239k | 41.53 |
| 2018-09-30 | $12M | 239k | 51.10 |
| 2018-06-30 | $12M | 239k | 51.10 |
| 2018-03-31 | $13M | 257k | 52.22 |
| 2017-12-31 | $13M | 257k | 51.37 |
| 2017-09-30 | $11M | 257k | 43.74 |
| 2017-06-30 | $11M | 257k | 42.96 |
| 2017-03-31 | $11M | 264k | 40.81 |
| 2016-12-31 | $11M | 271k | 39.47 |
| 2016-09-30 | $8.6M | 271k | 31.57 |
| 2016-06-30 | $6.9M | 271k | 25.31 |
| 2016-03-31 | $7.6M | 271k | 28.02 |
| 2015-12-31 | $8.9M | 271k | 32.93 |
| 2015-09-30 | $7.7M | 271k | 28.56 |
| 2015-06-30 | $8.9M | 271k | 32.65 |
| 2015-03-31 | $8.6M | 283k | 30.44 |
| 2014-12-31 | $8.8M | 292k | 30.19 |
| 2014-09-30 | $8.6M | 292k | 29.39 |
| 2014-06-30 | $7.9M | 292k | 26.93 |
| 2014-03-31 | $8.0M | 292k | 27.33 |
| 2013-12-31 | $7.6M | 292k | 26.00 |
| 2013-09-30 | $6.2M | 294k | 21.14 |
| 2013-06-30 | $6.2M | 294k | 21.23 |
| 2013-03-31 | $5.4M | 304k | 17.69 |
| 2012-12-31 | $4.4M | 304k | 14.36 |
| 2012-09-30 | $4.0M | 314k | 12.79 |
| 2012-03-31 | $5.9M | 409k | 14.37 |
| 2011-12-31 | $4.6M | 409k | 11.26 |
| 2011-09-30 | $4.6M | 409k | 11.27 |
| 2011-06-30 | $6.7M | 409k | 16.45 |
| 2011-03-31 | $7.4M | 409k | 18.03 |
| 2010-12-31 | $7.0M | 409k | 17.11 |