Charles Schwab Corporation shares owned by Sigma Investment Counselors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sigma Investment Counselors
from 13F filings
Historical chart of Sigma Investment Counselors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $236k | 3.2k | 73.69 |
| 2024-03-31 | $347k | 4.8k | 72.34 |
| 2023-12-31 | $220k | 3.2k | 68.80 |
| 2023-06-30 | $214k | 3.8k | 56.68 |
| 2023-03-31 | $253k | 4.8k | 52.38 |
| 2022-12-31 | $298k | 3.6k | 83.26 |
| 2022-09-30 | $257k | 3.6k | 71.91 |
| 2022-06-30 | $226k | 3.6k | 63.23 |
| 2022-03-31 | $301k | 3.6k | 84.22 |
| 2021-12-31 | $301k | 3.6k | 84.22 |
| 2021-09-30 | $260k | 3.6k | 72.75 |
| 2021-06-30 | $260k | 3.6k | 72.75 |
| 2021-03-31 | $233k | 3.6k | 65.19 |
| 2018-09-30 | $230k | 4.7k | 49.21 |
| 2018-06-30 | $242k | 4.7k | 51.16 |
| 2018-03-31 | $247k | 4.7k | 52.19 |
| 2017-12-31 | $240k | 4.7k | 51.31 |
| 2017-09-30 | $204k | 4.7k | 43.65 |
| 2017-06-30 | $201k | 4.7k | 43.00 |
| 2011-09-30 | $180k | 16k | 11.29 |
| 2011-06-30 | $279k | 17k | 16.46 |
| 2011-03-31 | $306k | 17k | 18.05 |
More positions owned by Sigma Investment Counselors
View all positions for Sigma Investment Counselors