Charles Schwab Corporation shares owned by Logan Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Logan Capital Management
from 13F filings
Historical chart of Logan Capital Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Logan Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Logan Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $631k | 9.7k | 64.81 |
2024-03-31 | $704k | 9.7k | 72.34 |
2023-09-30 | $534k | 9.7k | 54.90 |
2023-06-30 | $554k | 9.8k | 56.68 |
2023-03-31 | $529k | 10k | 52.38 |
2022-12-31 | $841k | 10k | 83.26 |
2022-09-30 | $726k | 10k | 71.90 |
2022-06-30 | $621k | 9.8k | 63.17 |
2022-03-31 | $829k | 9.8k | 84.33 |
2021-12-31 | $827k | 9.8k | 84.12 |
2021-09-30 | $709k | 9.7k | 72.87 |
2021-06-30 | $708k | 9.7k | 72.77 |
2021-03-31 | $634k | 9.7k | 65.17 |
2020-12-31 | $516k | 9.7k | 53.04 |
2020-09-30 | $352k | 9.7k | 36.18 |
2020-06-30 | $343k | 10k | 33.76 |
2020-03-31 | $368k | 11k | 33.61 |
2019-12-31 | $521k | 11k | 47.58 |
2019-09-30 | $466k | 11k | 41.85 |
2019-06-30 | $458k | 11k | 40.21 |
2019-03-31 | $514k | 12k | 42.73 |
2018-12-31 | $525k | 13k | 41.50 |
2018-09-30 | $616k | 13k | 49.14 |
2018-06-30 | $649k | 13k | 51.13 |
2018-03-31 | $647k | 12k | 52.24 |
2017-12-31 | $711k | 14k | 51.40 |
2017-09-30 | $303k | 6.9k | 43.72 |
2017-06-30 | $319k | 7.4k | 42.89 |
2017-03-31 | $320k | 7.8k | 40.85 |
2013-06-30 | $233k | 18k | 12.94 |
2012-06-30 | $233k | 18k | 12.94 |
2012-03-31 | $259k | 18k | 14.39 |
2011-12-31 | $203k | 18k | 11.28 |
2011-09-30 | $203k | 18k | 11.28 |
2011-06-30 | $296k | 18k | 16.44 |
2011-03-31 | $325k | 18k | 18.06 |
2010-12-31 | $317k | 19k | 17.13 |