Charles Schwab Corporation shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 98k | 64.81 |
| 2024-06-30 | $4.6M | 63k | 73.69 |
| 2024-03-31 | $383k | 5.3k | 72.13 |
| 2023-12-31 | $1.0M | 13k | 77.50 |
| 2023-03-31 | $2.1M | 40k | 52.38 |
| 2022-12-31 | $2.7M | 33k | 83.26 |
| 2022-09-30 | $3.1M | 42k | 72.65 |
| 2022-06-30 | $2.5M | 39k | 63.17 |
| 2022-03-31 | $2.8M | 33k | 84.30 |
| 2021-12-31 | $406k | 4.8k | 85.26 |
| 2021-09-30 | $397k | 5.3k | 75.05 |
| 2021-03-31 | $383k | 5.9k | 64.71 |
| 2020-12-31 | $392k | 7.5k | 52.31 |
| 2020-09-30 | $2.3M | 70k | 33.75 |
| 2020-06-30 | $2.0M | 65k | 31.20 |
| 2020-03-31 | $1.9M | 57k | 32.60 |