Charles Schwab Corporation shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $81M | 851k | 95.47 |
| 2025-06-30 | $59M | 651k | 91.24 |
| 2025-03-31 | $48M | 616k | 78.28 |
| 2024-12-31 | $36M | 496k | 72.88 |
| 2024-09-30 | $31M | 471k | 64.81 |
| 2024-06-30 | $36M | 482k | 73.69 |
| 2024-03-31 | $34M | 467k | 72.34 |
| 2023-12-31 | $34M | 500k | 68.80 |
| 2023-09-30 | $26M | 498k | 51.30 |
| 2023-06-30 | $30M | 526k | 57.72 |
| 2023-03-31 | $58M | 1.1M | 52.38 |
| 2022-12-31 | $154M | 1.8M | 83.26 |
| 2022-09-30 | $131M | 1.8M | 71.87 |
| 2022-06-30 | $116M | 1.8M | 63.18 |
| 2022-03-31 | $124M | 1.5M | 84.31 |
| 2021-12-31 | $107M | 1.3M | 84.10 |
| 2021-09-30 | $88M | 1.2M | 72.84 |
| 2021-06-30 | $89M | 1.2M | 72.81 |
| 2021-03-31 | $75M | 1.1M | 65.18 |
| 2020-12-31 | $37M | 697k | 53.04 |
| 2020-09-30 | $8.6M | 238k | 36.23 |
| 2020-06-30 | $7.7M | 228k | 33.74 |
| 2020-03-31 | $5.1M | 153k | 33.62 |
| 2019-12-31 | $5.0M | 106k | 47.56 |
| 2019-09-30 | $2.7M | 64k | 41.82 |
| 2019-06-30 | $2.3M | 57k | 40.19 |
| 2019-03-31 | $4.8M | 112k | 42.76 |
| 2018-12-31 | $10M | 252k | 41.53 |
| 2018-09-30 | $304k | 6.2k | 49.21 |
| 2018-06-30 | $478k | 9.4k | 51.10 |
| 2018-03-31 | $262k | 5.0k | 52.16 |
| 2016-06-30 | $2.7M | 106k | 25.31 |
| 2016-03-31 | $5.7M | 204k | 28.02 |
| 2015-12-31 | $7.1M | 215k | 32.93 |
| 2015-09-30 | $6.0M | 210k | 28.56 |
| 2015-06-30 | $6.4M | 197k | 32.65 |
| 2015-03-31 | $3.2M | 104k | 30.44 |
| 2014-12-31 | $2.9M | 96k | 30.19 |
| 2014-09-30 | $2.7M | 92k | 29.39 |
| 2013-06-30 | $4.1M | 194k | 21.23 |