Charles Schwab Corporation shares owned by NEXT Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.9M | 22k | 84.11 |
| 2021-09-30 | $1.5M | 20k | 72.83 |
| 2021-06-30 | $1.6M | 22k | 72.81 |
| 2021-03-31 | $1.5M | 23k | 65.14 |
| 2020-12-31 | $53k | 1.0k | 52.17 |
| 2019-12-31 | $10k | 208 | 48.08 |
| 2019-09-30 | $9.0k | 208 | 43.27 |
| 2019-06-30 | $130k | 3.2k | 40.03 |
| 2019-03-31 | $113k | 2.6k | 42.61 |
| 2018-12-31 | $19k | 448 | 42.41 |
| 2018-09-30 | $74k | 1.5k | 49.33 |
| 2018-03-31 | $237k | 4.5k | 52.32 |
| 2017-12-31 | $233k | 4.5k | 51.43 |
| 2017-09-30 | $324k | 7.2k | 44.70 |
| 2017-06-30 | $455k | 11k | 42.93 |
| 2017-03-31 | $355k | 9.1k | 38.82 |
| 2016-12-31 | $453k | 12k | 39.46 |
| 2016-09-30 | $362k | 12k | 31.58 |
| 2016-06-30 | $251k | 9.9k | 25.30 |
| 2016-03-31 | $277k | 9.9k | 27.99 |
| 2015-12-31 | $325k | 9.9k | 32.92 |
| 2015-09-30 | $285k | 10k | 28.49 |
| 2015-06-30 | $322k | 9.9k | 32.57 |
| 2015-03-31 | $327k | 11k | 30.35 |
| 2014-12-31 | $325k | 11k | 30.17 |
| 2014-09-30 | $326k | 11k | 29.39 |
| 2014-06-30 | $1.0k | 50 | 20.00 |