Charles Schwab Corporation shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $129M | 2.4M | 54.55 |
| 2023-06-30 | $134M | 2.4M | 56.82 |
| 2023-03-31 | $108M | 2.0M | 53.13 |
| 2022-12-31 | $98M | 1.2M | 83.05 |
| 2022-09-30 | $93M | 1.2M | 77.32 |
| 2022-06-30 | $72M | 1.1M | 63.78 |
| 2022-03-31 | $45M | 506k | 89.49 |
| 2021-12-31 | $43M | 507k | 84.11 |
| 2021-09-30 | $39M | 516k | 75.49 |
| 2021-06-30 | $38M | 522k | 73.22 |
| 2021-03-31 | $34M | 524k | 64.76 |
| 2020-12-31 | $29M | 552k | 53.04 |
| 2020-09-30 | $29M | 821k | 35.80 |
| 2020-06-30 | $26M | 792k | 32.75 |
| 2020-03-31 | $21M | 616k | 34.33 |
| 2019-12-31 | $30M | 623k | 47.56 |
| 2019-09-30 | $26M | 629k | 41.75 |
| 2019-06-30 | $32M | 807k | 40.19 |
| 2019-03-31 | $12M | 274k | 42.76 |
| 2018-12-31 | $12M | 280k | 41.53 |
| 2015-09-30 | $9.4M | 328k | 28.56 |
| 2015-06-30 | $9.4M | 289k | 32.65 |
| 2015-03-31 | $7.2M | 238k | 30.44 |
| 2014-12-31 | $6.2M | 204k | 30.19 |
| 2014-09-30 | $5.3M | 180k | 29.39 |
| 2014-06-30 | $4.4M | 163k | 26.93 |
| 2014-03-31 | $4.1M | 150k | 27.33 |
| 2013-12-31 | $3.5M | 137k | 26.00 |
| 2013-09-30 | $2.7M | 126k | 21.29 |
| 2013-06-30 | $4.0M | 189k | 21.23 |
| 2013-03-31 | $3.1M | 178k | 17.31 |
| 2012-12-31 | $1.5M | 103k | 15.08 |
| 2012-09-30 | $1.2M | 93k | 12.90 |
| 2012-06-30 | $1.0M | 80k | 12.93 |
| 2012-03-31 | $977k | 67k | 14.56 |
| 2011-12-31 | $707k | 63k | 11.27 |
| 2011-09-30 | $401k | 36k | 11.28 |
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