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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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All positions including Charles Schwab Corporation held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Robertson Stephens Wealth Management

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