Charles Schwab Corporation shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 36k | 68.80 |
| 2023-09-30 | $1.6M | 30k | 54.90 |
| 2023-06-30 | $1.5M | 27k | 56.68 |
| 2023-03-31 | $1.4M | 27k | 52.38 |
| 2022-12-31 | $2.4M | 29k | 83.26 |
| 2022-09-30 | $2.1M | 29k | 71.88 |
| 2022-06-30 | $1.9M | 30k | 63.20 |
| 2022-03-31 | $2.5M | 30k | 84.33 |
| 2021-12-31 | $2.6M | 31k | 84.11 |
| 2021-09-30 | $2.0M | 27k | 72.83 |
| 2021-06-30 | $2.0M | 27k | 72.82 |
| 2021-03-31 | $1.7M | 27k | 65.17 |
| 2020-12-31 | $3.6M | 68k | 53.04 |
| 2020-09-30 | $2.5M | 68k | 36.23 |
| 2020-06-30 | $2.3M | 69k | 33.74 |
| 2020-03-31 | $2.3M | 69k | 33.62 |
| 2019-12-31 | $2.2M | 47k | 47.57 |
| 2019-09-30 | $5.0M | 120k | 41.83 |
| 2019-06-30 | $8.2M | 204k | 40.19 |
| 2019-03-31 | $11M | 261k | 42.76 |
| 2018-12-31 | $10M | 246k | 41.53 |
| 2018-09-30 | $16M | 323k | 49.15 |
| 2018-06-30 | $15M | 288k | 51.10 |
| 2018-03-31 | $14M | 268k | 52.22 |
| 2017-12-31 | $9.4M | 184k | 51.37 |
| 2017-09-30 | $4.6M | 104k | 43.74 |
| 2017-06-30 | $3.0M | 70k | 42.96 |
| 2017-03-31 | $2.9M | 70k | 40.81 |
| 2016-12-31 | $2.5M | 64k | 39.48 |
| 2016-09-30 | $1.8M | 56k | 31.57 |
| 2016-06-30 | $1.4M | 56k | 25.32 |
| 2016-03-31 | $1.6M | 56k | 28.02 |
| 2015-12-31 | $2.4M | 72k | 32.93 |
| 2015-09-30 | $2.4M | 86k | 28.56 |
| 2015-06-30 | $2.8M | 85k | 32.64 |
| 2015-03-31 | $2.5M | 83k | 30.19 |
| 2014-12-31 | $2.5M | 83k | 30.19 |
| 2014-09-30 | $2.4M | 83k | 29.39 |
| 2014-06-30 | $2.5M | 93k | 26.92 |
| 2014-03-31 | $2.5M | 93k | 27.33 |
| 2013-12-31 | $2.4M | 93k | 26.00 |
| 2013-09-30 | $2.0M | 93k | 21.14 |
| 2013-06-30 | $2.0M | 93k | 21.23 |
| 2013-03-31 | $1.6M | 93k | 17.69 |
| 2012-12-31 | $1.4M | 94k | 14.36 |
| 2012-09-30 | $1.8M | 141k | 12.78 |
| 2012-06-30 | $1.9M | 143k | 12.93 |
| 2012-03-31 | $2.1M | 148k | 14.37 |
| 2011-09-30 | $3.1M | 278k | 11.27 |
| 2011-06-30 | $3.6M | 218k | 16.45 |