Charles Schwab Corporation shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $155M | 2.4M | 64.09 |
| 2024-06-30 | $174M | 2.4M | 73.69 |
| 2024-03-31 | $3.0B | 2.3M | 1287.50 |
| 2023-12-31 | $158M | 2.3M | 68.80 |
| 2023-09-30 | $124M | 2.3M | 54.90 |
| 2023-06-30 | $164M | 2.9M | 56.68 |
| 2023-03-31 | $108M | 2.1M | 52.38 |
| 2022-12-31 | $152M | 1.8M | 83.26 |
| 2022-09-30 | $135M | 1.9M | 71.87 |
| 2022-06-30 | $117M | 1.8M | 63.18 |
| 2022-03-31 | $112M | 1.3M | 84.31 |
| 2021-12-31 | $72M | 1.2M | 58.34 |
| 2021-09-30 | $84M | 1.1M | 72.84 |
| 2021-06-30 | $84M | 1.2M | 72.81 |
| 2021-03-31 | $71M | 1.1M | 65.18 |
| 2020-12-31 | $64M | 1.2M | 53.04 |
| 2020-09-30 | $43M | 1.2M | 36.23 |
| 2020-06-30 | $40M | 1.2M | 33.74 |
| 2020-03-31 | $42M | 1.3M | 33.62 |
| 2019-12-31 | $58M | 1.2M | 47.56 |
| 2019-09-30 | $50M | 1.2M | 41.83 |
| 2019-06-30 | $39M | 966k | 40.19 |
| 2019-03-31 | $40M | 928k | 42.76 |
| 2018-12-31 | $21M | 502k | 41.53 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners