Charles Schwab Corporation shares owned by Marquette Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marquette Asset Management
from 13F filings
Historical chart of Marquette Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marquette Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 160 | 95.48 |
| 2022-06-30 | $999 | 9 | 111.11 |
| 2022-03-31 | $409k | 4.8k | 84.38 |
| 2021-12-31 | $407k | 4.8k | 84.11 |
| 2021-09-30 | $352k | 4.8k | 72.74 |
| 2021-06-30 | $352k | 4.8k | 72.74 |
| 2021-03-31 | $315k | 4.8k | 65.10 |
| 2020-12-31 | $257k | 4.8k | 53.11 |
| 2020-09-30 | $175k | 4.8k | 36.16 |
| 2020-06-30 | $163k | 4.8k | 33.68 |
| 2020-03-31 | $163k | 4.8k | 33.68 |
| 2019-12-31 | $293k | 6.2k | 47.57 |
| 2019-09-30 | $258k | 6.2k | 41.89 |
| 2019-06-30 | $248k | 6.2k | 40.27 |
| 2019-03-31 | $263k | 6.2k | 42.70 |
| 2018-12-31 | $256k | 6.2k | 41.57 |
| 2018-09-30 | $303k | 6.2k | 49.20 |
| 2018-06-30 | $247k | 4.8k | 51.04 |
| 2018-03-31 | $253k | 4.8k | 52.28 |
| 2017-12-31 | $249k | 4.8k | 51.46 |
| 2017-09-30 | $212k | 4.8k | 43.81 |
| 2017-06-30 | $208k | 4.8k | 42.98 |
| 2016-09-30 | $280k | 8.9k | 31.57 |
| 2016-06-30 | $224k | 8.9k | 25.26 |
| 2016-03-31 | $249k | 8.9k | 28.08 |
| 2015-12-31 | $292k | 8.9k | 32.92 |
| 2015-09-30 | $253k | 8.9k | 28.53 |
| 2015-06-30 | $290k | 8.9k | 32.70 |
| 2015-03-31 | $270k | 8.9k | 30.44 |
| 2014-12-31 | $268k | 8.9k | 30.22 |
| 2014-09-30 | $261k | 8.9k | 29.43 |
| 2014-06-30 | $239k | 8.9k | 26.95 |
| 2014-03-31 | $242k | 8.9k | 27.29 |
| 2013-12-31 | $231k | 8.9k | 26.05 |
| 2013-06-30 | $342k | 16k | 21.21 |
| 2013-03-31 | $285k | 16k | 17.67 |
| 2012-12-31 | $232k | 16k | 14.39 |
| 2012-09-30 | $206k | 16k | 12.78 |
More positions owned by Marquette Asset Management
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