Charles Schwab Corporation shares owned by Prime Capital Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Prime Capital Investment Advisors
from 13F filings
Historical chart of Prime Capital Investment Advisors investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Prime Capital Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 25k | 64.81 |
2024-06-30 | $7.2M | 98k | 73.69 |
2024-03-31 | $7.3M | 101k | 72.34 |
2023-12-31 | $6.7M | 97k | 68.80 |
2023-09-30 | $5.1M | 93k | 54.90 |
2023-06-30 | $911k | 16k | 56.68 |
2023-03-31 | $679k | 13k | 52.38 |
2022-12-31 | $305k | 3.7k | 83.27 |
2022-09-30 | $233k | 3.2k | 71.94 |
2021-03-31 | $8.0k | 125 | 64.00 |
2020-03-31 | $38k | 1.1k | 34.02 |
2019-12-31 | $107k | 2.3k | 47.56 |
2019-09-30 | $94k | 2.3k | 41.78 |
2019-06-30 | $90k | 2.3k | 40.00 |
2019-03-31 | $68k | 1.6k | 42.93 |
2018-12-31 | $213k | 5.1k | 41.57 |
2018-09-30 | $503k | 10k | 49.15 |
2018-06-30 | $471k | 9.2k | 51.11 |
2018-03-31 | $4.3M | 82k | 52.22 |
2017-12-31 | $2.6M | 51k | 51.36 |
More positions owned by Prime Capital Investment Advisors
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