Charles Schwab Corporation shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 150k | 64.81 |
| 2024-06-30 | $12M | 158k | 73.69 |
| 2024-03-31 | $15M | 206k | 72.34 |
| 2023-12-31 | $14M | 198k | 68.80 |
| 2023-09-30 | $19M | 350k | 54.90 |
| 2023-06-30 | $28M | 489k | 56.68 |
| 2023-03-31 | $26M | 493k | 52.38 |
| 2022-12-31 | $31M | 368k | 83.26 |
| 2022-09-30 | $30M | 411k | 71.87 |
| 2022-06-30 | $27M | 421k | 63.18 |
| 2022-03-31 | $31M | 363k | 84.31 |
| 2021-12-31 | $27M | 317k | 84.10 |
| 2021-09-30 | $25M | 341k | 72.84 |
| 2019-06-30 | $17M | 434k | 40.19 |
| 2019-03-31 | $37M | 859k | 42.76 |
| 2018-12-31 | $49M | 1.2M | 41.53 |
| 2018-09-30 | $73M | 1.5M | 49.15 |
| 2018-06-30 | $67M | 1.3M | 51.10 |
| 2018-03-31 | $80M | 1.5M | 52.22 |
| 2017-12-31 | $105M | 2.0M | 51.37 |
| 2017-09-30 | $99M | 2.3M | 43.74 |
| 2017-06-30 | $103M | 2.4M | 42.96 |
| 2017-03-31 | $44M | 1.1M | 40.81 |
| 2011-03-31 | $11k | 630 | 17.46 |