Charles Schwab Corporation shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40M | 614k | 64.80 |
| 2024-06-30 | $36M | 485k | 73.69 |
| 2024-03-31 | $53M | 732k | 72.34 |
| 2023-12-31 | $51M | 747k | 68.81 |
| 2023-09-30 | $38M | 694k | 54.90 |
| 2023-06-30 | $60M | 1.1M | 56.68 |
| 2023-03-31 | $45M | 852k | 52.38 |
| 2022-12-31 | $56M | 678k | 83.26 |
| 2022-09-30 | $48M | 674k | 71.87 |
| 2022-06-30 | $41M | 645k | 63.18 |
| 2022-03-31 | $50M | 597k | 84.32 |
| 2021-12-31 | $45M | 540k | 84.10 |
| 2021-09-30 | $39M | 530k | 72.84 |
| 2021-06-30 | $40M | 551k | 72.81 |
| 2021-03-31 | $7.0M | 107k | 65.18 |
| 2020-12-31 | $7.3M | 137k | 53.04 |
| 2020-09-30 | $6.2M | 171k | 36.23 |
| 2020-06-30 | $5.6M | 165k | 33.74 |
| 2020-03-31 | $7.0M | 207k | 33.64 |
| 2019-12-31 | $21M | 440k | 47.56 |
| 2019-09-30 | $16M | 370k | 41.83 |
| 2019-06-30 | $41M | 1.0M | 40.19 |
| 2019-03-31 | $32M | 736k | 42.76 |
| 2018-12-31 | $29M | 692k | 41.56 |
| 2018-09-30 | $3.1M | 63k | 49.16 |
| 2018-06-30 | $2.7M | 54k | 51.09 |
| 2018-03-31 | $980k | 19k | 52.22 |
| 2017-12-31 | $969k | 19k | 51.34 |
| 2017-09-30 | $673k | 15k | 43.76 |
| 2017-06-30 | $873k | 20k | 42.87 |
| 2017-03-31 | $674k | 17k | 40.82 |
| 2016-12-31 | $801k | 20k | 39.46 |
| 2016-09-30 | $791k | 22k | 35.71 |
| 2016-06-30 | $405k | 16k | 25.33 |
| 2016-03-31 | $579k | 21k | 28.02 |
| 2015-09-30 | $342k | 12k | 28.58 |
| 2015-06-30 | $254k | 7.8k | 32.69 |
| 2013-09-30 | $402k | 19k | 21.16 |
| 2013-06-30 | $500k | 24k | 21.22 |
| 2013-03-31 | $184k | 10k | 17.73 |
| 2012-06-30 | $31k | 2.4k | 12.86 |
| 2012-03-31 | $2.7M | 188k | 14.37 |