Charles Schwab Corporation shares owned by Rockefeller Capital Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rockefeller Capital Management
from 13F filings
Historical chart of Rockefeller Capital Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Rockefeller Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $29M | 2.3M | 12.80 |
| 2025-09-30 | $30M | 314k | 95.47 |
| 2025-06-30 | $23M | 238k | 94.73 |
| 2025-03-31 | $23M | 287k | 78.28 |
| 2024-12-31 | $20M | 266k | 74.01 |
| 2024-09-30 | $17M | 266k | 64.81 |
| 2024-06-30 | $23M | 306k | 73.69 |
| 2024-03-31 | $21M | 289k | 72.34 |
| 2023-12-31 | $17M | 249k | 68.80 |
| 2023-09-30 | $13M | 238k | 54.85 |
| 2023-06-30 | $14M | 249k | 55.38 |
| 2023-03-31 | $12M | 222k | 52.28 |
| 2022-12-31 | $52M | 626k | 83.26 |
| 2022-09-30 | $11M | 154k | 71.87 |
| 2022-06-30 | $2.4M | 38k | 63.04 |
| 2022-03-31 | $3.1M | 37k | 84.31 |
| 2021-12-31 | $2.8M | 34k | 84.02 |
| 2021-09-30 | $2.6M | 36k | 72.76 |
| 2021-06-30 | $2.6M | 36k | 72.76 |
| 2021-03-31 | $2.2M | 35k | 65.02 |
| 2020-12-31 | $2.3M | 44k | 52.86 |
| 2020-09-30 | $1.6M | 45k | 36.15 |
| 2020-06-30 | $1.5M | 44k | 33.63 |
| 2020-03-31 | $1.3M | 39k | 33.59 |
| 2019-12-31 | $3.4M | 72k | 47.50 |
| 2019-09-30 | $2.7M | 63k | 41.89 |
| 2019-06-30 | $2.5M | 63k | 40.09 |
| 2019-03-31 | $3.2M | 75k | 42.78 |
| 2018-12-31 | $2.4M | 59k | 41.53 |
| 2018-09-30 | $612k | 12k | 49.18 |
| 2018-06-30 | $636k | 12k | 51.13 |
| 2018-03-31 | $605k | 12k | 52.20 |
More positions owned by Rockefeller Capital Management
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