Charles Schwab Corporation shares owned by Krilogy Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 31k | 93.68 |
| 2025-06-30 | $2.2M | 24k | 91.24 |
| 2025-03-31 | $1.6M | 21k | 78.28 |
| 2024-12-31 | $1.4M | 19k | 74.01 |
| 2024-09-30 | $1.2M | 19k | 64.81 |
| 2024-06-30 | $1.3M | 18k | 73.69 |
| 2024-03-31 | $1.3M | 18k | 72.34 |
| 2023-12-31 | $1.2M | 18k | 68.80 |
| 2023-09-30 | $752k | 14k | 54.90 |
| 2023-06-30 | $979k | 17k | 56.68 |
| 2023-03-31 | $881k | 17k | 52.38 |
| 2022-12-31 | $1.3M | 15k | 83.26 |
| 2022-09-30 | $1.1M | 15k | 71.89 |
| 2022-06-30 | $929k | 15k | 63.19 |
| 2022-03-31 | $1.2M | 14k | 84.32 |
| 2021-12-31 | $1.2M | 14k | 84.13 |
| 2021-09-30 | $1.1M | 15k | 72.86 |
| 2021-06-30 | $302k | 4.1k | 72.89 |
| 2018-12-31 | $105k | 2.5k | 41.40 |
| 2018-09-30 | $176k | 3.6k | 49.01 |
| 2018-03-31 | $109k | 2.1k | 52.30 |
| 2017-12-31 | $79k | 1.5k | 51.60 |
| 2017-09-30 | $55k | 1.3k | 43.38 |
| 2017-06-30 | $55k | 1.3k | 42.64 |
| 2017-03-31 | $54k | 1.4k | 39.27 |
| 2016-12-31 | $54k | 1.4k | 39.27 |
| 2016-09-30 | $47k | 1.5k | 31.40 |
| 2016-06-30 | $38k | 1.5k | 25.38 |
| 2016-03-31 | $13k | 469 | 27.72 |