Charles Schwab Corporation shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 94k | 95.47 |
| 2024-12-31 | $615k | 8.3k | 73.97 |
| 2024-09-30 | $1.1M | 16k | 67.82 |
| 2024-06-30 | $1.2M | 16k | 73.69 |
| 2024-03-31 | $1.4M | 19k | 72.34 |
More positions owned by Morningstar Investment Management
View all positions for Morningstar Investment Management