Charles Schwab Corporation shares owned by Marshall & Sullivan
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marshall & Sullivan
from 13F filings
Historical chart of Marshall & Sullivan investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marshall & Sullivan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 76k | 64.81 |
| 2024-06-30 | $5.7M | 77k | 73.69 |
| 2024-03-31 | $5.7M | 78k | 72.34 |
| 2023-12-31 | $5.4M | 79k | 68.80 |
| 2023-09-30 | $4.3M | 79k | 54.90 |
| 2023-06-30 | $4.5M | 80k | 56.68 |
| 2023-03-31 | $4.0M | 77k | 52.38 |
| 2022-12-31 | $6.4M | 76k | 83.26 |
| 2022-09-30 | $5.8M | 80k | 71.87 |
| 2022-06-30 | $5.1M | 80k | 63.17 |
| 2022-03-31 | $6.8M | 80k | 84.31 |
| 2021-12-31 | $7.1M | 85k | 84.11 |
| 2021-09-30 | $6.1M | 84k | 72.83 |
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