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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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All positions including Charles Schwab Corporation held by Krilogy Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Krilogy Financial

Quarter filed Position value Share count Share price at filing
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