Charles Schwab Corporation shares owned by New England Research & Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by New England Research & Management
from 13F filings
Historical chart of New England Research & Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by New England Research & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $771k | 12k | 64.79 |
| 2024-06-30 | $1.9M | 26k | 73.67 |
| 2024-03-31 | $2.4M | 33k | 72.35 |
| 2023-12-31 | $2.4M | 35k | 68.80 |
| 2023-09-30 | $1.6M | 29k | 54.89 |
| 2023-06-30 | $1.7M | 30k | 56.67 |
| 2023-03-31 | $1.6M | 30k | 52.37 |
| 2022-09-30 | $241k | 3.4k | 71.94 |
| 2020-09-30 | $302k | 8.3k | 36.28 |
| 2020-06-30 | $299k | 8.9k | 33.79 |
| 2020-03-31 | $298k | 8.9k | 33.67 |
| 2018-09-30 | $222k | 4.5k | 49.13 |
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