Charles Schwab Corporation shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 105k | 64.81 |
| 2024-06-30 | $7.2M | 98k | 73.69 |
| 2024-03-31 | $6.9M | 96k | 72.34 |
| 2023-09-30 | $4.2M | 77k | 54.90 |
| 2023-06-30 | $4.5M | 79k | 56.68 |
| 2023-03-31 | $3.8M | 73k | 52.38 |
| 2022-12-31 | $3.3M | 40k | 83.27 |
| 2022-09-30 | $2.8M | 40k | 71.88 |
| 2022-06-30 | $2.6M | 42k | 63.18 |
| 2022-03-31 | $3.6M | 42k | 84.31 |
| 2021-12-31 | $3.6M | 43k | 84.09 |
| 2021-09-30 | $3.2M | 44k | 72.83 |
| 2021-06-30 | $3.1M | 43k | 72.81 |
| 2021-03-31 | $2.8M | 42k | 65.18 |
| 2020-12-31 | $2.2M | 41k | 53.04 |
| 2020-09-30 | $915k | 25k | 36.24 |
| 2020-06-30 | $1.1M | 33k | 33.75 |
| 2020-03-31 | $876k | 26k | 33.62 |
| 2019-12-31 | $1.3M | 27k | 47.55 |
| 2019-09-30 | $1.1M | 26k | 41.83 |
| 2019-06-30 | $1.6M | 40k | 40.18 |
| 2019-03-31 | $1.6M | 38k | 42.77 |
| 2018-12-31 | $1.2M | 28k | 41.54 |
| 2018-09-30 | $1.3M | 27k | 49.14 |
| 2018-06-30 | $979k | 19k | 51.09 |
| 2018-03-31 | $980k | 19k | 52.24 |
| 2017-12-31 | $1.0M | 20k | 51.36 |
| 2017-09-30 | $878k | 20k | 43.73 |
| 2017-06-30 | $861k | 20k | 42.97 |
| 2017-03-31 | $818k | 20k | 40.83 |
| 2016-12-31 | $982k | 25k | 39.46 |
| 2016-09-30 | $832k | 26k | 31.58 |
| 2016-06-30 | $646k | 26k | 25.33 |
| 2016-03-31 | $761k | 27k | 28.01 |
| 2015-12-31 | $727k | 22k | 32.94 |
| 2015-09-30 | $690k | 24k | 28.56 |
| 2015-06-30 | $764k | 23k | 32.65 |
| 2015-03-31 | $657k | 22k | 30.46 |
| 2014-12-31 | $1.2M | 41k | 30.19 |
| 2014-09-30 | $490k | 17k | 29.39 |
| 2014-06-30 | $499k | 19k | 26.91 |
| 2014-03-31 | $335k | 12k | 27.30 |
| 2013-12-31 | $345k | 13k | 26.00 |
| 2013-09-30 | $281k | 13k | 21.18 |
| 2013-06-30 | $282k | 13k | 21.25 |
| 2013-03-31 | $235k | 13k | 17.71 |
| 2012-12-31 | $293k | 20k | 14.36 |
| 2012-06-30 | $345k | 27k | 12.93 |
| 2012-03-31 | $408k | 28k | 14.37 |
| 2011-12-31 | $344k | 31k | 11.27 |
| 2011-09-30 | $344k | 31k | 11.28 |
| 2011-06-30 | $567k | 34k | 16.46 |
| 2011-03-31 | $604k | 34k | 18.02 |
| 2010-12-31 | $669k | 39k | 17.12 |
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