Charles Schwab Corporation shares owned by Marco Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marco Investment Management
from 13F filings
Historical chart of Marco Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marco Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 77k | 64.81 |
| 2024-06-30 | $5.7M | 77k | 73.69 |
| 2024-03-31 | $5.6M | 77k | 72.34 |
| 2023-12-31 | $5.3M | 77k | 68.80 |
| 2023-09-30 | $4.3M | 78k | 54.90 |
| 2023-06-30 | $4.4M | 78k | 56.68 |
| 2023-03-31 | $4.0M | 77k | 52.38 |
| 2022-12-31 | $6.1M | 73k | 83.26 |
| 2022-09-30 | $5.3M | 74k | 71.87 |
| 2022-06-30 | $4.2M | 67k | 63.18 |
| 2022-03-31 | $5.2M | 62k | 84.30 |
| 2021-12-31 | $5.2M | 62k | 84.10 |
| 2021-09-30 | $4.5M | 62k | 72.85 |
| 2021-06-30 | $4.5M | 62k | 72.81 |
| 2021-03-31 | $4.4M | 67k | 65.18 |
| 2020-12-31 | $3.8M | 72k | 53.04 |
| 2020-09-30 | $2.6M | 73k | 36.24 |
| 2020-06-30 | $2.5M | 74k | 33.74 |
| 2020-03-31 | $2.5M | 74k | 33.62 |
| 2019-12-31 | $3.5M | 74k | 47.56 |
| 2019-09-30 | $3.1M | 74k | 41.83 |
| 2019-06-30 | $3.2M | 78k | 40.19 |
| 2019-03-31 | $3.4M | 79k | 42.76 |
| 2018-12-31 | $3.6M | 87k | 41.52 |
| 2018-09-30 | $4.3M | 88k | 49.15 |
| 2018-06-30 | $4.4M | 86k | 51.10 |
| 2018-03-31 | $4.6M | 88k | 52.22 |
| 2017-12-31 | $4.7M | 92k | 51.37 |
| 2017-09-30 | $4.1M | 93k | 43.74 |
| 2017-06-30 | $4.0M | 93k | 42.96 |
| 2017-03-31 | $3.9M | 96k | 40.81 |
| 2016-12-31 | $3.9M | 99k | 39.47 |
| 2016-09-30 | $3.6M | 115k | 31.57 |
| 2016-06-30 | $2.9M | 115k | 25.31 |
| 2016-03-31 | $3.1M | 110k | 28.02 |
| 2015-12-31 | $3.6M | 110k | 32.93 |
| 2015-09-30 | $3.2M | 111k | 28.56 |
| 2015-06-30 | $3.6M | 110k | 32.65 |
| 2015-03-31 | $3.4M | 110k | 30.44 |
| 2014-12-31 | $2.7M | 91k | 30.19 |
| 2014-09-30 | $2.7M | 91k | 29.39 |
| 2014-06-30 | $2.7M | 101k | 26.93 |
| 2014-03-31 | $2.7M | 98k | 27.33 |
| 2013-12-31 | $2.8M | 108k | 26.00 |
| 2013-09-30 | $2.3M | 108k | 21.14 |
| 2013-06-30 | $2.3M | 108k | 21.23 |
| 2012-06-30 | $116k | 1.5k | 77.36 |
| 2012-03-31 | $116k | 1.7k | 69.58 |
| 2011-12-31 | $116k | 1.3k | 88.81 |
| 2011-09-30 | $137k | 2.5k | 53.90 |
| 2011-03-31 | $156k | 2.8k | 55.47 |
| 2010-12-31 | $156k | 2.7k | 58.45 |
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