Charles Schwab Corporation shares owned by Sanders Morris Harris
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sanders Morris Harris
from 13F filings
Historical chart of Sanders Morris Harris investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sanders Morris Harris consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Sanders Morris Harris
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $296k | 4.0k | 74.01 |
2024-09-30 | $259k | 4.0k | 64.81 |
2024-06-30 | $295k | 4.0k | 73.69 |
2024-03-31 | $289k | 4.0k | 72.34 |
2023-12-31 | $271k | 4.0k | 67.80 |
2023-09-30 | $215k | 4.0k | 53.77 |
2023-06-30 | $231k | 4.0k | 57.72 |
2022-12-31 | $333k | 4.0k | 83.26 |
2022-09-30 | $293k | 4.0k | 73.25 |
2022-06-30 | $256k | 4.0k | 64.00 |
2022-03-31 | $337k | 4.0k | 84.25 |
2021-12-31 | $342k | 4.0k | 85.50 |
2021-09-30 | $307k | 4.0k | 76.75 |
2021-06-30 | $283k | 4.0k | 70.75 |
2021-03-31 | $268k | 4.0k | 67.00 |
2020-12-31 | $238k | 4.0k | 59.50 |
2020-03-31 | $1.1M | 22k | 48.22 |
2019-12-31 | $1.1M | 22k | 48.22 |
2019-09-30 | $815k | 22k | 37.21 |
2019-06-30 | $887k | 22k | 40.50 |