Charles Schwab Corporation shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $441k | 6.4k | 68.80 |
2023-09-30 | $314k | 5.7k | 54.90 |
2023-06-30 | $350k | 6.2k | 56.68 |
2023-03-31 | $630k | 12k | 52.38 |
2022-12-31 | $520k | 6.2k | 83.27 |
2022-09-30 | $347k | 4.8k | 71.77 |
2022-06-30 | $305k | 4.8k | 63.13 |
2022-03-31 | $424k | 5.0k | 84.16 |
2021-12-31 | $424k | 5.1k | 83.96 |
2021-09-30 | $366k | 5.0k | 72.65 |
2021-06-30 | $612k | 8.4k | 72.81 |
2021-03-31 | $501k | 7.7k | 65.10 |
2020-12-31 | $241k | 4.6k | 52.97 |
2020-09-30 | $208k | 5.8k | 36.17 |
2020-06-30 | $318k | 9.4k | 33.67 |
2020-03-31 | $411k | 12k | 33.61 |
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