Charles Schwab Corporation shares owned by Rockefeller Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Rockefeller Financial Services
from 13F filings
Historical chart of Rockefeller Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Rockefeller Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-12-31 | $595k | 12k | 51.33 |
| 2017-09-30 | $645k | 15k | 43.76 |
| 2017-06-30 | $77k | 1.8k | 42.99 |
| 2017-03-31 | $73k | 1.8k | 40.76 |
| 2016-12-31 | $71k | 1.8k | 39.64 |
| 2016-09-30 | $57k | 1.8k | 31.83 |
| 2016-06-30 | $45k | 1.8k | 25.13 |
| 2016-03-31 | $71k | 2.5k | 27.96 |
| 2015-12-31 | $59k | 1.8k | 32.94 |
| 2015-09-30 | $65k | 2.3k | 28.48 |
| 2015-06-30 | $16k | 500 | 32.00 |
| 2015-03-31 | $15k | 500 | 30.00 |
| 2014-06-30 | $16k | 597 | 26.80 |
| 2011-12-31 | $11k | 1.0k | 11.00 |
| 2011-09-30 | $11k | 1.0k | 11.00 |
| 2011-06-30 | $16k | 1.0k | 16.00 |
| 2011-03-31 | $18k | 1.0k | 18.00 |
| 2010-12-31 | $17k | 1.0k | 17.00 |
More positions owned by Rockefeller Financial Services
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