Charles Schwab Corporation shares owned by Marcia E. Wade
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marcia E. Wade
from 13F filings
Historical chart of Marcia E. Wade investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marcia E. Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 43k | 64.81 |
| 2024-06-30 | $3.1M | 42k | 73.69 |
| 2024-03-31 | $3.0M | 42k | 72.34 |
| 2023-12-31 | $3.1M | 46k | 68.79 |
| 2023-09-30 | $2.0M | 36k | 54.90 |
| 2023-06-30 | $1.8M | 32k | 56.68 |
| 2023-03-31 | $1.6M | 30k | 52.38 |
| 2022-12-31 | $2.4M | 29k | 83.26 |
| 2022-09-30 | $2.4M | 34k | 71.87 |
| 2022-06-30 | $1.7M | 27k | 63.17 |
| 2022-03-31 | $1.8M | 22k | 84.33 |
| 2021-12-31 | $1.9M | 22k | 84.08 |
| 2021-09-30 | $1.6M | 22k | 72.85 |
| 2021-06-30 | $1.4M | 19k | 72.81 |
| 2021-03-31 | $830k | 13k | 65.17 |
| 2020-12-31 | $500k | 9.4k | 53.02 |
| 2020-09-30 | $387k | 11k | 36.20 |
| 2020-06-30 | $360k | 11k | 33.72 |
| 2020-03-31 | $4.9M | 122k | 40.18 |
| 2019-12-31 | $685k | 14k | 47.58 |
| 2019-09-30 | $595k | 14k | 41.82 |
| 2019-06-30 | $4.9M | 122k | 40.18 |
| 2019-03-31 | $5.4M | 126k | 42.75 |
| 2018-12-31 | $6.4M | 155k | 41.52 |
| 2018-09-30 | $7.8M | 158k | 49.15 |
| 2018-06-30 | $8.1M | 159k | 51.09 |
| 2018-03-31 | $8.7M | 166k | 52.22 |
| 2017-12-31 | $8.9M | 173k | 51.36 |
| 2017-09-30 | $7.9M | 181k | 43.73 |
| 2017-06-30 | $7.9M | 185k | 42.95 |
| 2017-03-31 | $7.8M | 190k | 40.81 |
| 2016-12-31 | $7.4M | 186k | 39.47 |
| 2015-12-31 | $9.0k | 281 | 32.03 |
| 2015-06-30 | $5.0k | 152 | 32.89 |