Charles Schwab Corporation shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Nelson Roberts Investment Advisors 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 Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 38k | 64.81 |
| 2024-03-31 | $2.7M | 38k | 72.34 |
| 2023-12-31 | $2.6M | 38k | 68.80 |
| 2023-09-30 | $2.2M | 40k | 54.90 |
| 2023-06-30 | $2.4M | 42k | 56.68 |
| 2023-03-31 | $2.3M | 44k | 52.38 |
| 2022-12-31 | $8.1M | 97k | 83.26 |
| 2022-09-30 | $7.1M | 100k | 71.87 |
| 2022-06-30 | $6.5M | 103k | 63.18 |
| 2022-03-31 | $9.1M | 108k | 84.31 |
| 2021-12-31 | $9.2M | 109k | 84.10 |
| 2021-09-30 | $7.8M | 107k | 72.84 |
| 2021-06-30 | $7.8M | 107k | 72.81 |
| 2021-03-31 | $7.0M | 107k | 65.18 |
| 2020-12-31 | $5.8M | 110k | 53.04 |
| 2020-09-30 | $3.7M | 103k | 36.23 |
| 2020-06-30 | $5.6M | 166k | 33.74 |
| 2020-03-31 | $5.5M | 164k | 33.62 |
| 2019-12-31 | $7.8M | 164k | 47.56 |
| 2019-09-30 | $6.9M | 166k | 41.83 |
| 2019-06-30 | $3.2M | 79k | 40.20 |
| 2019-03-31 | $3.4M | 79k | 42.77 |
| 2018-12-31 | $3.1M | 75k | 41.53 |
| 2018-09-30 | $33k | 674 | 48.96 |
| 2018-06-30 | $34k | 674 | 50.45 |
| 2018-03-31 | $69k | 1.3k | 52.11 |
| 2017-12-31 | $68k | 1.3k | 51.36 |
| 2017-09-30 | $57k | 1.3k | 43.85 |
| 2017-06-30 | $56k | 1.3k | 43.08 |
| 2017-03-31 | $53k | 1.3k | 40.77 |
| 2016-12-31 | $51k | 1.3k | 39.23 |
| 2016-09-30 | $41k | 1.3k | 31.54 |
| 2016-06-30 | $56k | 2.2k | 25.23 |
| 2016-03-31 | $68k | 2.4k | 28.10 |
| 2015-12-31 | $80k | 2.4k | 33.06 |
| 2015-09-30 | $26k | 920 | 28.26 |
| 2015-06-30 | $30k | 920 | 32.61 |
| 2015-03-31 | $28k | 920 | 30.43 |
| 2014-12-31 | $28k | 920 | 30.43 |
| 2014-09-30 | $27k | 920 | 29.35 |
| 2014-06-30 | $25k | 920 | 27.17 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors