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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

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by New England Research & Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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