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Charles Schwab Corporation shares owned by New York Life Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by New York Life Investment Management from 13F filings

Historical chart of New York Life Investment Management investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by New York Life Investment 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 York Life Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 211k 68.80
2023-09-30 $15M 275k 54.90
2023-06-30 $16M 282k 56.68
2023-03-31 $14M 267k 52.38
2022-12-31 $21M 252k 83.26
2022-09-30 $18M 253k 71.87
2022-06-30 $16M 252k 63.19